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Coordination of 529 and 127


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A 127 plan has to be provided by an employer. Has no account, no investments, must be funded by employer. Totally different animal from a 529 or ESA. Has its own set of nondiscrimination-type rules.

Luke Bailey

Senior Counsel

Clark Hill PLC

214-651-4572 (O) | LBailey@clarkhill.com

2600 Dallas Parkway Suite 600

Frisco, TX 75034

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