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re: 529 and College Savings Plan Compare Workbook
Posted on 3/5/24 at 5:16 pm to messyjesse
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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