The short answer is yes.
During the stock market
declines of 2008-2009,
many 529 plan participants
made investment changes in their accounts.
But the rules for doing so depend on whether
the change is for future contributions or existing
contributions.
Future contributions. Typically, most 529
plans allow you to change your investment
allocations for your future contributions at any
time. Some plans let you do this [...]
Archive for October, 2009
College – Can I change investments in my 529 plan account?
Posted in Financial Advisory, tagged 529, asset, beneficiary, building, carrollton financial planner, Celebration, change allocations, college, college expenses, college graduates, complimentary consultation, Dallas, dallas financial planner, financial advisor, Financial Advisory, financial freedom, financial guidance, fort worth, Frisco, insurance, ld lowe, ldloweplan.com, murphy, north dallas, Plano, portfolio management, retirement planning, richardson, securities, stocks, tax, taxes, Texas, wealth management on October 9, 2009 | Leave a Comment »
Is a 529 plan a good way to save for college? I am a conservative investor.
Posted in Financial Advisory, tagged 529, asset, beneficiary, building, carrollton financial planner, college, college expenses, college graduates, complimentary consultation, dallas financial planner, financial, financial articles, financial freedom, financial guidance, Frisco, insurance, investment, ldloweplan.com, portfolio management, retirement planning, wealth management on October 4, 2009 | Leave a Comment »
It can be. The investment options for 529 college
savings plans have broadened dramatically
since their inception in 1996. And with
the market turmoil of the past year, many
states have expanded the conservative investment
options in their 529 college savings
plans as more families look to protect their
college savings from financial risk.
For example, Colorado is offering a stable
value fund in its [...]
Events and Seminars- LD Lowe Sr. Financial Advisory - Financial Lunch and LearnDecember 18 - Financial Lunch and Learn at The Dallas Fish Market. RSVP 972-335-2523 or Online Form at www.ldloweplan.com/seminars.htm. Many topics covered including: Trade up to a better pension, Stop giving your retirement money away and Understand your 401k and make it work better. RSVP - Limited Seating.
- LD Lowe Sr. Financial Advisory - Listen to Lloyds Interview with John CriswellDecember 2 - We invite you to listen to an online streamcast interview of Lloyd Lowe Sr. by John Criswell on the top of the Business Section of The Dallas Morning News online. The interview will be available all day, 12/2. You can access the interview through the clickable banner at the top of the Business Section page. The banner will read "Texas Busin […]
- LD Lowe Sr. Financial Advisory - Seminars And EventsUpcoming Seminars and Event information at LD Lowe Sr. Financial Advisory
- LD Lowe Sr. Financial Advisory - Financial Lunch and Learn
Archives
-
Recent Posts
Categories
