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re: 529 and College Savings Plan Compare Workbook
Posted on 11/9/23 at 7:44 am to OilfieldTrash
Posted on 11/9/23 at 7:44 am to OilfieldTrash
My top three were AK, NY, and OH. (LA's would've been up there since it has no fees but I don't qualify for it.)
I went with AK but it was splitting hairs at that point. Low fees, no advisor, stupidly easy enrollment (I did it all from a laptop at home), good growth, easy gift contribution setup, and at the time I was doing it (January) I thought I might be able to snag the $250 matching signup bonus that they pitch to the first 1,000 enrollees of the new year (although I missed out).
If I open any others down the line, I'll probably look at OH and NY first. The underlying Vanguard funds looked really nice.
I went with AK but it was splitting hairs at that point. Low fees, no advisor, stupidly easy enrollment (I did it all from a laptop at home), good growth, easy gift contribution setup, and at the time I was doing it (January) I thought I might be able to snag the $250 matching signup bonus that they pitch to the first 1,000 enrollees of the new year (although I missed out).
If I open any others down the line, I'll probably look at OH and NY first. The underlying Vanguard funds looked really nice.
1
Posted on 3/5/24 at 5:16 pm to messyjesse
Reviving this thread. First off, your comparison workbook was amazing 
I also live in Texas and thus did a comprehensive search to see which state offered the best plan according to underlying investment options, limited total expenses, and ease of opening, contributing, and withdrawing.
I narrowed it down to 2 direct-enrollment plans - NY or UT. NY seems to have the lowest total fees and solid investment options through Vanguard, so I'm currently leaning there.
When you mentioned you chose AK, I also started reviewing that as an option. If you don't mind me asking, what was the key variable(s) that made you lean to that plan instead of NY?
I also live in Texas and thus did a comprehensive search to see which state offered the best plan according to underlying investment options, limited total expenses, and ease of opening, contributing, and withdrawing.
I narrowed it down to 2 direct-enrollment plans - NY or UT. NY seems to have the lowest total fees and solid investment options through Vanguard, so I'm currently leaning there.
When you mentioned you chose AK, I also started reviewing that as an option. If you don't mind me asking, what was the key variable(s) that made you lean to that plan instead of NY?
This post was edited on 3/5/24 at 5:17 pm
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