Morningstar released its annual report on 529 plans in late October, naming my529 as one of four plans to earn the Morningstar Analyst Rating™ of Gold.
Assisting clients through a divorce can be complicated and challenging for financial advisors. You may have clients with 529 accounts—are you prepared to assist with these often-overlooked assets?
As 2019 comes to a close, please be aware of several items to make your account transactions go as smoothly and quickly as possible.
With the holidays approaching, you may want to remind your clients that a contribution to their my529 account will last beyond the gift-giving season.
Since my529 added the PIMCO Interest Income Fund to its investment line-up in August 2018, the stable value offering has become popular with advisors.
Advisors with certain authorization levels have the capability to initiate contributions to their clients’ my529 accounts.
The my529 Professional Services Team will be exhibiting at several conferences. Please stop by and visit us.
Check out my529’s quarterly newsletter.
Follow @my529Plan on twitter