New Article on 529 Plans

I just had a new article on the draw backs of 529 Plans published at Crains Wealth website: http://www.crainswealth.com/article/20150603/WEALTH/150609965/money-milestones-downsides-of-a-529-college-savings-plan

While 529 Plans do offer some tax advantages, they do come with restrictions. For some families a portfolio of good old fashioned high quality stocks might offer a better alternative.

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bill@401advisor.com • 937.434.1790

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Charles H. Dow Award Winner 2008. The papers honored with this award have represented the richness and depth of technical analysis.

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