Choosing the right 529 plan could save you thousands in taxes and fees over 18 years. Here’s how to compare your state’s plan against the national leaders and decide whether to stay local or go with an out-of-state option.
Tag: 529 Plans
Investing
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529 Plan vs Taxable Brokerage for Kids: Which Builds More Wealth by Age 18?
Most parents assume a 529 plan is always the best way to save for their child’s future. But after running the actual numbers on both 529s and taxable brokerage accounts for my own daughter, I discovered the ‘obvious’ choice leaves serious money on the table depending on your income and goals.