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Asset Allocation and Section 529 Plans

FRB of Atlanta Working Paper No. 2003-1

12 Pages Posted: 2 Apr 2003  

Ramon P. DeGennaro

University of Tennessee, Knoxville - Department of Finance

Multiple version iconThere are 2 versions of this paper

Date Written: January 2003

Abstract

Previous research has concluded that prespecified asset allocations used by many Section 529 college savings plans are suboptimal. We extend this research to show that though it may be true, it is true for reasons other than those asserted in previous research. In addition, it tends to deflect attention from other investment options and strategies.

Keywords: Asset, Allocation, College, Savings, Taxes

JEL Classification: G11, G20, G29

Suggested Citation

DeGennaro, Ramon P., Asset Allocation and Section 529 Plans (January 2003). FRB of Atlanta Working Paper No. 2003-1. Available at SSRN: https://ssrn.com/abstract=369400 or http://dx.doi.org/10.2139/ssrn.369400

Ramon P. DeGennaro (Contact Author)

University of Tennessee, Knoxville - Department of Finance ( email )

423 Stokely Management Center
Knoxville, TN 37996
United States
865-974-1726 (Phone)
865-974-1716 (Fax)

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