Research Library
How to Choose a 529 Investment
By Janet Yang, CFA | 20 October 2015
Investors looking to save for college using a 529 plan face myriad choices. They do so in a corner of the financial industry that’s less transparent and therefore more difficult to navigate. However, a few basic choices—centered on areas such as tax benefits and personal preferences—can put many investors on the right path. Those considerations often play important roles in how Morningstar analysts evaluate and rate the merits of 529 plans.
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