The Illinois State Treasurer’s office has reached a tentative agreement with Oppenheimer Funds to recover $77 million of the $85 million that plan participants lost in the Oppenheimer Core Bond Fund. Details at this link. Negotiations with Oppenheimer Funds include Oregon, but there hasn’t been any official communication yet from the Oregon 529 College Savings [...]
Category Archive for '529 Plans'
529 plan strategy for in-college students
Posted in 529 Plans on Jun 3rd, 2009
update: clarifications and examples in italics, total tax savings amount changed. According to a recent national survey of parents from Sallie Mae and Gallup, only 33% of parents are saving for college through a 529 plan. The same study found that 62% of parents of college-bound children are saving for education. Parents that aren’t using [...]
Third time around – new Oregon 529 College Savings Plan manager
Posted in 529 Plans, In the news on May 14th, 2009
The Oregon 529 College Savings Plan is selecting a new manager, and we have an opportunity to become “best in class”.
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