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Thursday, October 15, 2026The Morning Brief →Sign in
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Jeffrey Levine

In network coverage since October 5, 2026 · 2 stories
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Focus Partners Wealth’s Jeffrey Levine tells advisors to keep college savings in 529 plans

Distributions from Trump Accounts are generally taxable at 18, while 529 withdrawals for college are tax-free, Levine says.
Deals & PE · Oct 5Monarch Capital buys Westborough flex building for $10.7M in first deal
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