No trading in the 529

    529 Plans

    Posted by tom on 7th of Jul 2010 at 01:22 pm

    No trading in the 529 really.  You could look at other managers and Barclays use to have an ishares 529 plan which has funds built off ETFs but I imagine the limited trading still applies. 

    If you are interested in not being stuck buy and hold but want tax deferral and your not maxing out the 401K you could go that route, trade it, and then take a loan come college time for the funds needed etc. 

    I am not a registered investment adviser so Caveat Emptor.

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