How to choose the BEST 529 Plan in 2023
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- Опубліковано 27 чер 2024
- In this video, I share practical tips on choosing the best 529 plan in 2023. As a parent with four kids and another one on the way, I understand the importance of long-term savings. I break down the process into six simple points, making it easier for you to understand and take action when selecting a 529 plan. I emphasize the significance of starting early and not overthinking the decision. I also discuss the types of 529 plans, tax benefits, investment options, and considerations for service and convenience. Join me as I provide straightforward advice on choosing the best 529 plan to secure a bright future for your child's education.
00:00 Intro
0:45 Tip 1
2:11 Tip 2
3:15 Tip 3
4:48 Tip 4
8:07 Tip 5
11:50 Tip 6
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TRAVIS T SICKLE, CFP®, EA®, AAMS®, CRPC®, RICP®
CERTIFIED FINANCIAL PLANNER™
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#travissickle
Lol, as a NYC resident, it’s so on brand that we have really high taxes, but also a bajilion ways to avoid them, can you list them all in a short? I would appreciate it!
Nice job on this one as always. It would be nice if all states offered a tax break even if you didn't use that specific state's plan.
It is possible…
Thanks for this video! NY changed how they do their 529 and now it’s target year options vs aggressive etc. seriously considering moving our target year out since there’s already way too high of a bond percentage for something that is 12-13 years out ☹️
I agree, that was a turn for the worst. If you got the state tax benefit on the contributions careful you don’t get hit with a recapture.
I was able to go back in and change it back to “aggressive” which is 100% stocks so I’m really happy with that! Thank you for your videos! They are really helping me understand and consider the options available ❤
thank you for the video...if you have the $3,000 to start..vanguard 529 is a good option?
do you recomend Target Enrollment 2032/2033 plan? im trying to figure out if i should switch to age based for my 9 and 10 year olds. but its kinda complicated to pick the funds...
Check out my 529 plan playlist on the channel. That should help.
Don’t you have to be a resident of Florida to use their 529 plan?
Yes