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By Christine Benz | 04-23-2009 06:01 AM

Why Some 529s Took a Hit

Two big issues weighed on 529 plans in the last year.

Christine Benz: Hi, I'm Christine Benz from Morningstar. Morningstar has just come out with its annual 529 Best and Worst study. I'm here today with the study's author, Greg Brown. Greg, congratulations on the study. I know it was a lot of hard work.

Greg Brown: Yes, it was. This year was particularly difficult analyzing these plans.

Christine Benz: Well, let's talk about it because 529s have been in the news recently. Some of the plans have really run into trouble, so can you outline what the big problem spots have been for some of these plans?

Greg Brown: One of the biggest issues that were in 529s this year was overly aggressive age-based options.

Christine Benz: So, Greg, what does that mean, age based?

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