How to choose the BEST 529 Plan in 2023

Поделиться
HTML-код
  • Опубликовано: 21 окт 2024

Комментарии • 11

  • @General8675
    @General8675 Год назад +2

    Lol, as a NYC resident, it’s so on brand that we have really high taxes, but also a bajilion ways to avoid them, can you list them all in a short? I would appreciate it!

  • @RamonCardenasCardenasGroup
    @RamonCardenasCardenasGroup 11 месяцев назад +2

    thank you for the video...if you have the $3,000 to start..vanguard 529 is a good option?

  • @401kandBeyond
    @401kandBeyond Год назад +1

    Nice job on this one as always. It would be nice if all states offered a tax break even if you didn't use that specific state's plan.

  • @christinab9133
    @christinab9133 Год назад +1

    Thanks for this video! NY changed how they do their 529 and now it’s target year options vs aggressive etc. seriously considering moving our target year out since there’s already way too high of a bond percentage for something that is 12-13 years out ☹️

    • @TravisSickle
      @TravisSickle  Год назад +1

      I agree, that was a turn for the worst. If you got the state tax benefit on the contributions careful you don’t get hit with a recapture.

    • @christinab9133
      @christinab9133 Год назад +2

      I was able to go back in and change it back to “aggressive” which is 100% stocks so I’m really happy with that! Thank you for your videos! They are really helping me understand and consider the options available ❤

  • @albertblanco7998
    @albertblanco7998 11 месяцев назад

    do you recomend Target Enrollment 2032/2033 plan? im trying to figure out if i should switch to age based for my 9 and 10 year olds. but its kinda complicated to pick the funds...

    • @TravisSickle
      @TravisSickle  11 месяцев назад

      Check out my 529 plan playlist on the channel. That should help.

  • @Brayjay23
    @Brayjay23 Год назад

    Don’t you have to be a resident of Florida to use their 529 plan?