Wed, 18 Jun 2014
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Traditional mutual funds tend to outperform 529 plans, but tax incentives and high-quality investments can offset the college-savings vehicles' lagging returns.
Our annual study examines how 529 college savings plans stack up on price, performance, and other factors versus non-plan mutual funds.
Fees, tax benefits, and restrictions are among the key considerations for college savers thinking of investing in a 529 college-savings plan.
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.
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