Tax-Loss Harvesting in 529 Plans: Opportunity or Land Mine?

Dec 1, 2008 / By Helen Modly, CFP, CWPA, and Sandra Atkins, CPA/PFS
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Some advisors are recommending that clients terminate or rollover their kids' 529 plans in order to realize a tax loss. Before you jump on this bandwagon, be aware of the three major pitfalls that await the uninformed.

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