Re:I am excited to welcome Linda Yaccarino as the new CEO of...
by HDThoreaun on Friday May 12, 2023 @02:23PM
(#35920126)
This is not true in most states. My 529 is just a normal investment account like my ira.
So if you call your advisor, and say "i want my 529 to only focus on X" they tell you that you have no control over the index and the plan will be the most conservative 50-year-old actuary data which has no fucking clue where the market is heading and then berate you for when their 529 index loses value...
I was ready to pay that investment banker's family a personal visit with skills that I have accumulated over a number of decades.