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Thread: Why financial planners hate Utah
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03-05-2008, 06:17 AM #1
Why financial planners hate Utah
Why financial planners hate Utah
Clients come to me with money in college savings plans from dozens of states, but I've never seen a single one who had invested in Utah's 529. Why is that? I assume it's because, unlike most states, Utah doesn't have an adviser-sold plan, so financial planners have no incentive to invest their clients' money in it.
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