Thank you for your submission, we hope you enjoy your experience. Post by uberdoc » Mon Jan 22, 2018 1:31 am Be mindful of this: as a resident of NJ but working in NY, your NYS 529 deduction will be nullified on NJ … The 5-Cap Rating is not strictly a measure of historical returns and it is not a predictor of future investment performance, level of investment risk, or financial solvency of the program funds. Subscribe to receive FREE updates, insight, and more, straight to your inbox. by new000 » Sun Jan 21, 2018 8:22 pm, Post The New Jersey Better Educational Savings Trust Program ("NJBEST") is a higher education savings and investment program of the State of New Jersey designed to satisfy the requirements of Section 529 of the Internal Revenue Code. ... SMART529 WV Direct College Savings Plan*Open only to state residents. 7.15%. 529 plans typically increase the contribution limit over time, so you may be able to contribute more. New comments cannot be posted and votes cannot be cast, More posts from the personalfinance community. by new000 » Tue Jan 16, 2018 11:35 am, Post If the debtor is domiciled in Nevada (as defined by bankruptcy law), Nevada law provides that up to $500,000 of assets held in a 529 Plan account may be protected from creditors, depending upon when such assets were contributed to the account and whether they are eventually used to pay qualifying higher-education expenses of the account beneficiary. Are qualified distributions from out-of-state plans state-tax exempt? Residency: Franklin Templeton 529 College Savings Plan is open to all United States residents, not just those in New Jersey. Join other Institutional Investors receiving FREE personalized market updates and research. by sharukh » Wed Jan 17, 2018 2:38 pm, Post Minimum subsequent contributions are $25 and less with payroll deduction or the automatic plan. State follows federal tax treatment for rollovers. This year, I am so excited about my new, updated 529 plan guide because there is a lot of good news. These and other risks are discussed in the Investor Handbook. by frazzlefeet » Tue Jan 16, 2018 2:24 pm, Post They have lot of Vanguard funds and as someone else mentioned a good way to add DFA funds without adviser fee. by new000 » Wed Jan 17, 2018 11:11 pm, Post The latest articles and tips to help parents stay on track with saving and paying for college, delivered to your inbox every week. The best 529 plans have similar things in common: low costs, good benefits and a solid track record of investment performance. Here are five of the top 529 plans: Ohio’s 529 plan, CollegeAdvantage Choose a plan associated with Vanguard and compare it with other 529 savings plans.
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