Stolz, Richard F.
February 2010
Journal of Financial Planning;Feb2010, Vol. 23 Issue 2, p20
Academic Journal
The article discusses the use of Section 529 college saving plan portfolios for higher education funding in the U.S. Financial Research Corp. research analyst Bridget Bearden states that the age-based 529s were the only category of funds that had net worth in the 2009 third quarter. Bearden states that the said plan is more popular to younger parents and their financial advisers because tuition payments will due farther in the future and allows more time to recover from a sharp market downturn. It notes that the fund is less troubling to parents who invest directly rather than through a financial adviser.


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