Parisian Family Office, CEO. Began Wall Street, 1982. Founded investment firm, CHIPPEWA PARTNERS, Native American Advisors. Active Trader. White Earth Chippewa Tribal member. Was NYSE/FINRA arb. Conservative, raised on Great Plains reservations. Pureblood, clot-shot free. In a world elevated on a dopamine binge, this is his take! Written from MT Ghost Ranch on the Yellowstone River, TN farm Pamelot or San Jose del Cabo, Mexico, CASA TULE'. Always been, will always be, an optimist.
Wednesday, January 28, 2015
529 Plan Change
As of January 1, 2015, a 529 plan account owner may make Investment Option changes TWICE per calendar year or upon the change of a beneficiary.
Prior to January 1, 2015, an account owner was only permitted to make an Investment Option change ONCE per calendar year or upon a change of beneficiary.