They're all different animals as far as income limits, taxes, contributions, who controls the assets, and taxes. And like any other investment strategy, you're better off having more diversity, meaning you want to have a combination of them.
Joe Hurley
It's a double-edged sword because you definitely want protection for investors, but at the same time you don't want a cloud so investors are afraid to invest in them and their advisors are afraid to use them.
protection time sword afraid cloud
It's a small ticket. When the average account size is around 0,000, the most a broker might earn is 00 to 00.
small
Even with the regulation, I see it as a bump in the road. Brokers need to get comfortable with the regulatory environment and have some common sense rules.
rules environment sense road common comfortable
I always thought the financial aid treatment was the biggest problem with prepaid tuition plans. This change will make them more attractive. It's a good vehicle to hedge against tuition inflation.
plans change thought problem good treatment aid inflation attractive
strategy diversity meaning animals limits taxes income investment
They couldn't decide whether it was a bus or a boat.
boat
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