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Considering a 529 plan? Should you use an advisor, or do it yourself?

You can enroll in a 529 plan directly or through a financial advisor. There are benefits and costs associated with both approaches and you should be aware of these as you research which plan is right for you! Learn more...


Featured Articles

Check out the Hot Topics we have covered recently.

Why you should teach your kids about money
Studies have shown that kids who are involved in family finances are much more likely to save money themselves, yet many parents still have reluctance when it comes to discussing financial matters with their kids.
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Can your 529 withdrawals be used toward electronics?
A question that’s been on the minds of families for some time now is whether or not “supplies and equipment” includes electronics such as computers, smartphones and tablets.
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A super calculator for 529 superfunding
Explains the 529 Superfunding Calculator—that can help you guide your client in making the most effective use of the 5-year election.
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The magic number for college savings
We explain why we think $250 a month is a reasonable savings target for many families serious about building up a college savings fund.
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Updated study: 529 asset allocations vary widely
A recently-updated study conducted by reveals significant variations in the asset-allocation approach for underlying age-based portfolio options.
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Asset Allocations in Age-Based Portfolios - Advisor
A study looks at how advisor-sold 529 plans allocate among stocks, bonds, and money market (or similar) investments as the beneficiary gets close to college age or is in college.
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