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5 Reasons a College Savings Plan Equals Estate Planning

Comments

  • Sven
    I just wish the rules governing 529 plan is more flexible. Single change of portfolio per year is too limiting in my opinion.
  • fundalarmfundalarm
    Reply to @Sven: funny.. it makes my daughter's porfolio better perform than mine -- which is being tinkered with constantly. i guess when faced with a single annual ability to rebalance, i am much more thoughtful re strategic asset allocation. isn't that most of the battle in investments?
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