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A young girl with a backpack walking outside, the fall-tuition season a 529 plan gets ready for
Financial Planning·7 min read·

The Pleasantville 529 Catch-Up Before Fall Tuition

There is a short, easy-to-miss window between now and the August tuition bill where a New York family can route money through a 529, capture a state tax deduction, and pay the same bill they were going to pay anyway. Here is how the 529 catch-up before fall tuition actually works, what the New York deduction is really worth, and when a lump contribution helps versus when steady funding wins.

Peter Guggisberg, Hudson Valley financial advisor based in Newburgh, NY

Peter Guggisberg

Financial Advisor · Hudson Valley, NY

Written by Peter Guggisberg, Financial Services Representative with Vermont Financial Group of NY (a MassMutual general agency) and the advisor behind Noah's Ark Financial.

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Peter Guggisberg, financial advisor, Hudson Valley NY

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