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Reply to "529 performance sucks "
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[quote=Anonymous][quote=Anonymous][quote=Anonymous][quote=Anonymous]I just took a look at my high school junior's account, which we funded 7 years ago in full. It has grown at an average rate of 5.3%. Not bad in my opinion considering we went pretty conservative...especially in the last few years.[/quote] And you should be conservative in the last few years before college---the last 6 months tells you exactly why that is the case. [/quote] Yes very conservative. Not taking any chances and we have the entire amount in a money market. We are fine with smaller returns in the last few years. [/quote] Once you "have enough" that is a smart plan. We moved 50% to bonds/MM by end of sophomore year, and then moved 25% more once they finished freshman year and the rest once they finish sophomore year of college. We had enough but also had the means to pay outside the 529 if the market crashed with the 25-50% left in the market. [/quote]
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