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[quote=Anonymous][quote=Anonymous]OP: Trying to make sense of this advice. I'm not seeing a clear trend in advice about what to use first so it seems like a preference. No worries about kid finishing school. I think my non 529 investments may be yielding a bit more than the 529s but not clear to me as I'm pretty conservative in both. I'm a single parent so only have 4500 tax free a year to put into a 529. In DC. [/quote] Step 1 - Contribute $4500 into DC529 to get the tax credit. Do this every year. Step 2 - Use a 50/50 mix of 529 and outside funds. The reason for this is that any growth you have in the investments within a 529 will be tax shielded. So would losses. To balance the two, I recommend a 50/50. This way, your 529 will support half your needs for all 4 years while also growing tax-free.[/quote]
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