03-03-2007, 12:40 AM
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 Re: 529 Plans My assumption is that they are within the total portfolio as I can change the beneficiary and even remove the money (with penalty). It clearly is your call. "Mark Cohen" <markcohen[at]att.net> wrote in message news:45e57203$0$26589$c397a3d[at]reader.newsgroups.st... - quote - > Can anyone give input on how they are putting investments for 529 Plans > (Education). Are they including these investments in their total > portfolio or do they keep them outside as they would be outside of an > Estate? |
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#-1
02-28-2007, 11:15 AM
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| 529 Plans Can anyone give input on how they are putting investments for 529 Plans (Education). Are they including these investments in their total portfolio or do they keep them outside as they would be outside of an Estate? |
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