Series 51: Exercise

Taken from our Series 51 Online Guide

Exercise

Answer true or false.

1. True or false: Contributors may only open 529 savings plans in the state where they are a resident.

2. True or false: A 529 savings plan has both investment and inflation risk.

3. True or false: Only 529 savings plans opened through an investment firm, called an advisor-sold plan, have fees and administrative charges.

4. True or false: Some states offer state tax incentives to their residents for opening a 529 savings

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