Snapshots of Is Your 529 Working for You from 9 to 5? A Study of Optimal Portfolio Choice for 529 Plans

Quickly apply original, key PMR-published papers with Snapshots—a short article companion that distills PMR research into compressed, digestible takeaways, so you can put the paper’s core ideas to work in your investment process—fast. This Snapshot article is based on research arguing that 529 glide paths aligned with first withdrawals, investor risk preferences, and household funding constraints can improve education-spending utility relative to a representative age-based portfolio.

Authors

Publication Details

Journal
Practical Applications
Published
2026-11-02
DOI
https://doi.org/10.3905/snp.2026.jwm.019
Primary Topic
Financial Literacy, Pension, Retirement Analysis
Type
article
Field-Weighted Citation Impact
0.00
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article

Snapshots of Is Your 529 Working for You from 9 to 5? A Study of Optimal Portfolio Choice for 529 Plans

Derived from original PMR research written by Ankul Daga, Bryan Hassett, and Jonathan Kahler using AI and an editor
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Practical Applications
Financial Literacy, Pension, Retirement Analysis
article

Snapshots of Is Your 529 Working for You from 9 to 5? A Study of Optimal Portfolio Choice for 529 Plans

Derived from original PMR research written by Ankul Daga, Bryan Hassett, and Jonathan Kahler using AI and an editor
article en

Abstract

Quickly apply original, key PMR-published papers with Snapshots—a short article companion that distills PMR research into compressed, digestible takeaways, so you can put the paper’s core ideas to work in your investment process—fast. This Snapshot article is based on research arguing that 529 glide paths aligned with first withdrawals, investor risk preferences, and household funding constraints can improve education-spending utility relative to a representative age-based portfolio.

Practical Applications
Openalex Percentile: Top 8%
Financial Literacy, Pension, Retirement Analysis
DOISourceOpenAlex
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Snapshots of Is Your 529 Working for You from 9 to 5? A Study of Optimal Portfolio Choice for 529 Plans — Derived from original PMR research written by Ankul Daga, Bryan Hassett, and Jonathan Kahler using AI and an editor · Practical Applications (2026) | TGRS Research Map | TGRS