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529 Plans

529 Plan Performance Rankings

Here is a 3-year performance ranking of all direct-sold 529 Savings Plans. (See my previous post for an explanation of the difference between Savings Plans and Prepaid Plans.) This ranking table does not account for tax benefits that some state plans provide on contributions. Because this isn’t comparing specific portfolios (i.e. the age-based option for 10-year-olds) but rather an aggregate…

529 Plan Basics

There’s no such thing as a dumb question, but asking questions seems to make plenty of people– myself included– feel dumb, which then causes us not to do it. For those who find themselves wishing they had asked more about 529 plans, here is a “back to basics” guide. (As an aside, there is a veritable alphabet soup of college…

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