This 529 Plan Mistake Could Cost You Big at Tax Time

Published on October 17, 2024

529 plans are one of the most popular ways Americans save for the college expenses of their children. As of June 2024, there were 16.8 million 529 savings accounts holding $508 billion, according to the College Savings Plan Network.

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Subsets and Sensibility

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One of most dangerous habits of a speculative crowd is the tendency to use unconditional averages and unconditional probabilities regardless of how extreme market conditions have become. This is like stepping into a house with two rooms, one with the temperature at 0 degrees and one at 140 degrees, and expecting a temperature of 70 either way.

Morningstar: Assets in Tax-Managed SMAs Now Total Over $500B

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The figure represents growth of 67% from year-end 2022.