Toggle navigation
Toggle navigation
Home
DCUM Forums
Nanny Forums
Events
About DCUM
Advertising
Search
Recent Topics
Hottest Topics
FAQs and Guidelines
Privacy Policy
Your current identity is: Anonymous
Login
Preview
Subject:
Forum Index
»
Money and Finances
Reply to "Rollover a MD 529 to a Vanguard?"
Subject:
Emoticons
More smilies
Text Color:
Default
Dark Red
Red
Orange
Brown
Yellow
Green
Olive
Cyan
Blue
Dark Blue
Violet
White
Black
Font:
Very Small
Small
Normal
Big
Giant
Close Marks
[quote=Anonymous]Vanguard is actually available through several state plans (although their Nevada plan is what they call the "Vanguard 529"). I want to roll over from MD both to get lower fees and a better age-based portfolio* and I decided to use Utah's 529 plan which has no minimum contribution requirement. I think other states with Vanguard 529 options include New York (very low fees, but some weird rules on transfer of ownership and state tax recapture), Iowa, Ohio, and probably some others. *I was very surprised to learn that the age-based portfolio for MD (and there is only one vs. a lot of states offer 3-5) keeps a 20% stock allocation even while the kid is in college (and I think the year before freshman year the fund is about 1/3 stocks). I think I am a fairly aggressive investor but I would not keep short-term money in the stock market.[/quote]
Options
Disable HTML in this message
Disable BB Code in this message
Disable smilies in this message
Review message
Search
Recent Topics
Hottest Topics
