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What you can—and can't—pay for with your 529 college savings plan account

One of the key benefits of a 529 college savings plan is that all distributions used to pay for qualified education expenses are federal tax free.1 Have questions about what is and isn’t a qualified education expense? You’re not alone. Here’s a basic primer on common expenses.

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When value stocks lag, multifactor diversification can help

Value stocks have underperformed. A multifactor approach may make it easier for investors to stick with their long-term plan.

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A closer look at Morningstar's new core and core plus categories

Morningstar recently changed how it classifies intermediate-term bond funds, essentially splitting the category in two. Watch this video to learn more about the implications for investors.

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