Tax-Loss Harvesting in 529 Plans: Opportunity or Land Mine?
Dec 1, 2008
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By Helen Modly, CFP, CWPA, and Sandra Atkins, CPA/PFS
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.