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Description: Some states offer a matching program as long as you’re a resident. Sound too good to be true? For most, it is.
Many states offer a Program Match where you are enticed to contribute and receive ‘free money’ in the form of a matched contribution. The reality is that the match is capped at a [...]
Description: This is where it’s so important to know how fees are built-in to your plan and how to avoid them. Let’s examine the different types of fees.
1. Broker-sold plans vs. Direct plans: Simply stated, if you buy a plan through a broker for their “advice”, you pay an upfront fee which comes out of [...]
Description: There is probably nothing more complicated than the rules around distribution and we don’t think it’s unintentional.
States “offer” a 529 plan as a benefit to its residents or to encourage investments by out-of-staters. That money carries a float meaning that the state can reinvest the money you’ve deposited because they won’t have to distribute [...]
