How do I make sure my 529 funds aren't used for retirement? I want these assets to be separate and just used for my college goal in my plan.
Our advice engine, Path, does that automatically. That is, Path automatically allocates the funds in your 529 account towards college goals (and the funds are not included in the projections for retirement). To see the full list of accounts we assume you can use for retirement, see this section of our methodology. To see the logic we use for college savings specifically, see this section of our methodology.
This communication has been prepared solely for informational purposes only. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security or a financial product. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Wealthfront or its affiliates endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise.
Wealthfront offers a free software-based financial advice engine that delivers automated financial planning tools to help users achieve better outcomes. Investment management and advisory services are provided by Wealthfront Advisers LLC, an SEC registered investment adviser, and brokerage related products are provided by Wealthfront Brokerage LLC, a member of FINRA/SIPC.
Wealthfront, Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.
© 2020 Wealthfront Corporation. All rights reserved.
Comments are moderated prior to publication
Still need help?
Our support team has your back.Contact us