SIE podcast · Episode 09

Municipal Fund Securities

42 min of listening
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the written unit.

Listen at your own pace, then use the matching lesson to revisit the details. The written material includes:

Municipal Fund Securities Overview
529 Plans (Qualified Tuition Programs)
529 Plan Tax Treatment
Owner vs. Beneficiary
Restricted Use of Plan Assets
Direct-Sold vs. Adviser-Sold 529 Plans
Local Government Investment Pools (LGIPs)
ABLE Accounts

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