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Investment strategies
Tax Brief summary and classification of the original reporting.
Bottom Line
💡 Investment strategies. General industry update.
Summary
Morningstar's study of this growing area of asset management suggests that 529 plan quality is rising, despite the research firm's lackluster grades for it.
Classification
Category: backgroundPriority: informationalReason: General tax news
Affected Groups
All tax practitioners
Related Topics
Original Source
We aggregate public tax updates and provide AI-assisted summaries. Please read the original reporting for full details.
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