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Know When to Shift Age-Based College Savings
1/15/2014
Virginia grandparent Ben Hamilton had a straightforward investment plan for the tax-advantaged college savings accounts he set up for his four grandchildren.
His strategy for these accounts, known as 529 plans, was always to invest in more stock-based investments when the children were younger and then switch to more stable investments as they got older.
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Phone: 972 934 4700