Okay - I hold another state offered direct plan - it rebalances automatically on my child’s birthday or the closest date afterwards if it falls on a weekend/national holiday. Each state plan has its own rules on when they will rebalance.Who is the 529 provider?Thank you! This is helpful. I still wish I had rebalanced last monthThe rebalancing typically occurs quarterly or bi-annually and not on the date when age changes
I’d rather not say for anonymity but it’s my state provider.
Statistics: Posted by Grt2bOutdoors — Tue Aug 06, 2024 8:10 pm