Asset Allocation And Section 529 Plans
- Topics:
- Commercial Lending
- Tags:
- Asset,
- Section 529 Plan,
- Investor,
- Free Trade,
- Financial Planning,
- Financial Accounting,
- Finance,
- Federal Reserve Bank Of Atlanta,
- Asset Allocation,
- Taxes
- Source:
- Federal Reserve Bank of Atlanta
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Overview: Section 529 plans are not for everyone. Some investors may have no discretionary funds to save at all, or they may have no college-bound children. Other children may have their educations already funded, perhaps via a relative’s estate. The effects of 529 plans on financial aid might deter some investors, and some others might prefer that their children learn the lessons of working their own way through college. Recent tax law changes, though, have magnified the importance of Section 529 plans. The appeal of these plans is now much greater. For most investors, they are fully tax-exempt at the federal level, and investment limits are typically an order of magnitude larger. Portfolio allocation -- both to and within Section 529 plans -- is sure to remain the focus of extensive research.
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Format: PDF | Size: 70KB | Date: Jan 2003 | Pages: 12
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