Best Short-Term Investments for 529 Plans: What You Need to Know
In this video, I address a common question about short-term investments for 529 plans, specifically when you need to access the funds in one to two years. I discuss the challenges of finding suitable short-term investments within 529 plans and share my approach using Florida's 529 plan as an example. I'll walk you through different investment options and explain why I recommend money market funds over bond funds for short-term goals. Watch to learn how to make informed decisions for your 529 plan investments.
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TRAVIS T SICKLE, CFP®, EA®, AAMS®, CRPC®, RICP®
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