529 college savings plan investment mistake
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- Опубликовано: 21 июл 2024
- In this video, I explain the college 529 college savings plan investment mistakes. The biggest mistakes surrounding which plan to choose and which funds to invest for college savings. The focus of this video is to understand investment performance or the mistakes often made when comparing 529 college savings plan investment options and the funds inside the plans.
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Can you provide an assessment of the top 3 529 plans? I was looking at ohio since there are no restriction to use for out of state residents. (Florida)
I've been researching 529 for about a month and I'm completely torn. I can't decide on what to do because the pros n cons I have established for myself just outway eachother. I didn't think about looking for the ACTUAL inception date so now I have to and that means I'll start all over again!
any updates?
Thank you for the information.
This would be a great video if future performance could be determined by past performance but it often is not.
So which one should you pick?
Fund A with low expense ratio
How am I supposed to use my 529 plan after I graduated. I don’t want to pay a penalty so I’d rather just spend it on eligible education stuff like a new laptop
You will only take a penalty on the earnings portion so not the amount that you originally invested and you only take a penalty if you do not use it for anything education-related which includes supplies laptops and software
Have to be careful on this one. You can only use it if you’re enrolled in school, not after. You could keep it for another beneficiary too.
Apples to apples
Oranges to oranges