Paul Curley of ISS Market Intelligence - 529 Plans: How They Work and How They Benefit Investors and Advisors
Orion's The Weighing Machine - Un podcast de Orion Portfolio Solutions
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This week, Rusty and Robyn talk with Paul Curley, Director of Savings Research at ISS Market Intelligence. In this episode, we take a closer look at the most popular attributes of 529 plans and how they are changing. We will also discuss the implications of policy, shifting demographics, the availability of ESG and alternative options and how these elements can affect 529 plans.
