Saver waits out market risk in 529 college plan shifts
Ellen Anthony keeps her 529 plan intact while her daughter begins college, citing avoidance of losses. The piece explains how age based plans rebalance from stocks to safer assets as the child ages, with examples from Utah and providers like T Rowe Price and Vanguard. It notes tax free distributions and annual plan change limits.
MENTIONED IN THIS ARTICLE
New York
Ellen Anthony
Anthony
Utah
T. Rowe Price
Christine Fairlund
T.rowe
Price
T. Rowe
IRS
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Mentors and networks guide small firms through peaks and pitfalls
Dallas based 1 800 CashOffer founder Jeremy Brandt cites SCORE and peer groups as vital free help for growth. He uses the Entrepreneurs Organization and World Presidents Organization for peer guidance, while Chicago Community Ventures mentors push accountability and new business ideas. Megg Karydes notes mentors challenge and advance her firm. The National Weather Service site is cited for online resources.
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Ong
SCORE
Jeremy Brandt
Dallas
Branndt
The
Neurs’ Organization
Amon
Brandt
Megg Karydes
Chicago Community Ventures
Karydes
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