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December 11th, 2017 at 11:42 am
friction/529 They've been automatically rolling from one 'age-appropriate' fund to the next all along. No choice. So in spring they rolled it from 37.5% stock/ 62.5 bonds to the current 25% stock/ 75 bonds. I bet they charged two commissions on 100% even though they were really only switching 12.5% of junior's assets. And they didn't net even if they had an offset that day.