For instance, many plans waive account maintenance fees for residents of the state that sponsors the plan. For example, New York’s Direct 529 plan comes with no account maintenance fees ...
New York’s plan is available to residents of any ... Wisconsin’s Edvest program is available to residents of any state, and the 529 plan is another highly regarded investment option.
Additionally, it's possible for the person funding the account to get a state income tax deduction on their contributions. Money in a 529 plan "grows tax-deferred, which means it isn't subject to ...
Responding to a recent call from a financial advisor in New Jersey, the ERISA consultants at the Retirement Learning Center (RLC) address whether a client who has several 529 plans in different states ...
Although 529 savings plan contributions aren't deductible on your federal income tax return, they can be deducted on state income tax returns in many cases. Plus, 529 savings plan contributions ...
Which 529 plan should you use to fund your child's college education? Jeffrey Levine, director of advanced planning at Buckingham Wealth Partners, answers that question in this episode of Ask the ...