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Can I make an investment change in my 529 account?

You can change your risk score, and thereby change your investment plan, at any time. However, federal law permits a maximum of two client-directed changes in investment plan per calendar year. You may also change your risk score whenever you change the account's beneficiary. Because the glide path automatically modifies your investment allocation per your plan, it does not count as a client-directed change.

 

 



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