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?

Re: 529 Plans by Art

Art
Fri Mar 02 19:40:09 CST 2007

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@att.net> wrote in message
news:45e57203$0$26589$c397a3d@reader.newsgroups.st...
> 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?
>