Financial Planning News
Thu, 17 Jan 2013
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Consider these 529 plan strategies, tax and financial aid implications, and more when saving for grandkids.
Our annual study examines how 529 college savings plans stack up on price, performance, and other factors versus non-plan mutual funds.
Morningstar's Laura Lutton details the new ratings system used for 529 college-savings plans, what analysts look for in the plans, and improvements in the 529 industry.
College savers should make sure their 529 program manager has a sensible asset allocation, reasonable fees, and is choosing from the best strategies available to them, says Morningstar's Leo Acheson.
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