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And you thought your 529 balance was safe
Age-based investment options in 529 plans are designed to ratchet down the risk of the portfolio as the beneficiary grows older. But our new study shows a surprising amount of variation in exposure to stocks even for beneficiaries who have reached college age. Read More
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Joe's Blog
11/12: I dusted off my Magic 8-Ball the other day and asked it the question that's been on my mind since last Tuesday: Will 529 plans still be as beneficial under our next president, Barack Obama? Much to my relief (both personally and professionally) the the 8-Ball came back with the answer "Signs point to yes." So what are these signs? Well, one sign is the feeling among many that inco... Read More
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NYS 529 plan equitable split in a divorce
My wife is in the process of separating and divorcing from me. We have two kids (ages 4-1/2 & 9) each with NYS-529 plans which are in my spouses name ... Discuss
529 News
- 11/17: 529 industry groups ask IRS for investment flexibility
- 11/12: Hartford survey suggests grandparents as college funding source
- 11/09: OppenheimerFunds replaces AIM as investment manager for State Farm 529
- 11/04: Ohio issues RFP for broker-sold plan
- 10/28: Arizona 529 adds fixed-rate CDs
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