|
|
 |
 |
 |
| Many 529 plans provide a variety of investment options. Very similar to 401k plans, these choices offer different asset classes (US stocks, corporate bonds, etc.), risk levels (aggressive, moderate, conservative), and objectives (growth, income, etc.). Some plans even offer CDs and other fixed options. A popular selection is an age-based portfolio. Age-based portfolios automatically change the risk level from aggressive to conservative as the child grows older. However, the composition of age-based portfolios can vary from provider to provider.
|
| Some 529 plan providers charge an annual fee. Also, advisor-sold plans offer different share classes (A, B, C shares). Each share class carries varying loads, fees, and internal expenses. Review the prospectus and offering statements carefully before investing.
|
|
 |
|
|
