Kweku Obed, CFA, CAIA
While 529 plans have existed for over two decades, recent developments such as the Achieving a Better Life Experience (“ABLE”) Act have provided a new avenue for families with eligible disabled dependents to build a pool of assets that cover qualified disability expenses such as education, housing and transportation. Like 529 plans, 529 ABLE (“529A”) plans provide a tax advantaged investment vehicle for eligible participants.
Over the last few months, equity markets have experienced sizable drops, making many investors wary about the future. Despite this,…
This year’s non-U.S. equity returns have been disappointing, particularly for developed small-cap, with the MSCI EAFE small-cap index down 17.6%…
A pitfall for a majority of plan participants surrounding retirement planning is a lack of familiarity with…
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