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Personal Investments • Is this normal? 529 “age based track” off-track

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The rebalancing typically occurs quarterly or bi-annually and not on the date when age changes
Thank you! This is helpful. I still wish I had rebalanced last month :oops:
Who is the 529 provider?

Statistics: Posted by Grt2bOutdoors — Mon Aug 05, 2024 2:22 pm — Replies 3 — Views 176



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