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BlackRock 529 college savings - Aggresive Age based 0-5

Posted on 7/15/16 at 11:55 am
Posted by bnb9433
Member since Jan 2015
13682 posts
Posted on 7/15/16 at 11:55 am
Currently investing in Blackrock 529 through a financial adviser with Edward Jones (2 kids 18 months & 2-1/2 years old.) I'm 33 years old

Anyone have any experience or can provide feedback with this college savings plan? Thinking about switching to a Vanguard savings/college plan.
This post was edited on 7/15/16 at 12:06 pm
Posted by TheChosenOne
Member since Dec 2005
18518 posts
Posted on 7/15/16 at 12:17 pm to
I'm not an expert, but did a good bit of research on 529 plans when my first kid was born. I decided to setup my kid's accounts, and the accounts I setup for my nieces and nephews, in the Utah Educational Savings Plan (UESP).

They have a good variety of low fee funds to choose from that include age based, static, or custom allotments. Then they also have Vanguard and Dimensional funds that you can choose from. LINK

I live in Texas, which doesn't provide a tax incentive for contributing to 529 plans and the Texas 529 plans are pretty subpar, so it was a no brainier to go elsewhere. The low fees and ease of use with UESP have been great so far.

This post was edited on 7/15/16 at 3:36 pm
Posted by white perch
the bright, happy side of hell
Member since Apr 2012
7130 posts
Posted on 7/15/16 at 1:59 pm to
I set up an educational savings account (ESA) for my kids through schwab. Used a target date mutual fund.
Posted by Shepherd88
Member since Dec 2013
4582 posts
Posted on 7/15/16 at 2:57 pm to
What state are you in? BlackRock is a good fund company.
Posted by bnb9433
Member since Jan 2015
13682 posts
Posted on 7/15/16 at 5:27 pm to
Tx
Posted by Mr.Perfect
Louisiana
Member since Mar 2013
17438 posts
Posted on 7/15/16 at 6:22 pm to
quote:

through a financial adviser with Edward Jones


You can't access this without giving away your money?
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