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From: Advisor Software <blog@advisorsoftware.com>
Date: Tue, 20 May 2014 13:26:09 +0000 (UTC)
To: <mainandwall@comcast.net>
ReplyTo: blog@advisorsoftware.com
Subject: Recent Posts on the Advisor Software Blog: College Financing and 529 Plans
| | | | | | | New on the Advisor Software Blog: The pros and cons of an age-based allocation strategy for 529 education savings plans "As with a 401(k), a 529 plan is set up with a particular target date in mind. With a 401(k), it's the day you retire, perhaps at 60 or 65; with a 529, it's the day the beneficiary goes off to school, say at 18. Advisors typically encourage retirement savers to downshift into less risky investments as they approach the target date because any significant losses will be harder to recoup once they have to draw on the income from plan assets or sell some of the assets themselves..."  |
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