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529 Planning

Get the latest news and analysis about 529 plans to help clients figure out the best plans to fit their needs.

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FRC Report: 529 Plan Assets Dip by 10% in Third Quarter
FRC Report: 529 Plan Assets Dip by 10% in Third Quarter
Morningstar to Rate 529 Plans
529 Plans Get More Insured Investment Options
Oppenheimer To Settle 529 Suit

Podcasts

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Oppenheimer To Settle 529 Suit
Why was 2008 a "terrible" year for 529s?
Treasury and IRS increase flexibility for 529 plans
College Plan Rules Can Lock Investors In
College Plan Rules Can Lock Investors In