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This publication provides an overview of 529 plans and comparison of the two types of these plans: prepaid tuition and college savings. You will gain some insight as to the advantages and disadvantages associated with the plans, the investment choices and options, the tax implications, and the questions to ask before investing in a 529 plan.
The SEC’s Office of Investor Education and Advocacy is issuing this Investor Bulletin to answer questions that may arise when investing in a 529 plan account. Please also see our companion Bulletin, An Introduction to 529 Plans, for background information on the plans.
The day before the briefing, Marcos had raised his concern over the country’s debt-to-GDP ratio before members of the United States-Association of Southeast Asian Nations Business Council.
The SEC staff and FINRA are issuing this Alert because we believe individual investors may be confused about the performance objectives of leveraged and inverse exchange-traded funds (ETFs).