FINRA Webcast

529 Savings Plans: The In-State Versus Out-of-State Decision
This webcast focuses on 529 college savings plans, which continue to be a popular investment vehicle in saving for college. The program addresses considerations that should be taken into account before recommending a specific plan, such as in-state benefits, fees and expenses, investment options, and limitations and restrictions.

 

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Related Resources:

Issue Center: 529 College Savings Plans

 

Smart Saving for College

 

MSRB Rule Compliance Checklist 

 

529 Plan FAQ

 

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