indexfundfan @ indextown

With the removal of the sunset provisions of the tax-free withdrawal status from 529 college savings accounts, the 529 account is now more attractive than before. In particular, for qualified withdrawals, it functions effectively the same as a Roth account, where contributions are made with after-tax money and all withdrawals are tax-free. For high income [...]

There have been several changes to Fidelity’s 529 College Plans. The most notable are the withdrawal of the 2% rewards card and the introduction of indexed investment options. Rewards card reduced to 1.5% The new rewards card is issued by American Express. According to the web page, the features of this card are 1.5% of [...]

I am currently contributing to two 529 college saving plans. Even though for simplicity reasons, it is usually better to consolidate investments into one account, I find that having two accounts actually works better for me. Why did I end up with two plans? Read on… The first step in selecting a college saving plan [...]