The below link is a piece from Fidelity Institutional I find very useful. Whether you are a parent, grandparent or would like to assist in helping a child with college, a 529 plan is usually the best choice. Though the state where you reside may have a different plan sponsor, we are able to assist in the planning and investment process. Many people choose the age-based portfolio which aims to reduce the risk of the portfolio by lower the amount of equities as the child approaches college. We can also assist if you would like to be more tactical and pick a diversified basket of equities and fixed income. Please call or write us if you would like to learn more.
529 Plans for College Savings
July 31, 2022