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Personal Investments • Re: 529 Potentially losing value when it is required.

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The two different 529 plans I hold each offer a money market-like option.

You are allowed to make changes to the investments within the account twice per calendar year, unless there is something unique about this 529 plan you have.

You should assume that college costs will increase approximately 4% per year, so as long as you are able to cover any shortfall, you might want to move the entire balance to a money market-like fund. You may find that this Stable Value fund pays less than a money market fund would pay at Vanguard.

Statistics: Posted by HereToLearn — Sun Sep 29, 2024 9:20 pm



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