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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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