Collegecounts 529 Advisor Form
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People also ask
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Can you open a 529 without an advisor?
There are two ways to buy a 529 plan: directly and through a financial advisor. If you buy the plan directly then you'll manage all the decisions on the account and decide if you want to change investments or how much money you'll devote to the account.
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How much to put in 529 Dave Ramsey?
Ramsey said he should put in $20,000 at most, and he advised against overfunding 529 plans. “I would not overfund your 529. At today's world, I would underfund your 529 … The higher ed landscape is going to change so much in the next 18 years as the student loan epic failure debacle unfolds,” Ramsey said.
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What's a disadvantage of 529 plans?
529 Cons. If not used for college expenses, there is a 10% additional tax on earnings. If not used for qualified expenses, all earnings are taxed as ordinary income (even if the “actual” earnings were capital gains). The management fees for a 529 account are typically higher than the fees for comparable mutual funds.
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Should I use a broker for a 529 plan?
Lower Costs: You will incur lower expenses with direct-sold 529 plans. Broker-sold 529s generally have higher annual costs and may include sales charges of anywhere from 1 percent to 5.75 percent of your contributions.
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What does Dave Ramsey say about 529 plans?
Ramsey said he should put in $20,000 at most, and he advised against overfunding 529 plans. “I would not overfund your 529. At today's world, I would underfund your 529 … The higher ed landscape is going to change so much in the next 18 years as the student loan epic failure debacle unfolds,” Ramsey said.
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Do financial advisors make money on 529 plans?
0.25% and 1.25% of your investment annually. Your Financial Advisor receives a portion of these sales charges and distribution fees as ongoing compensation for selling and servicing the 529 plan.
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What is the best way to fund a 529 plan?
Automatic Investment Plan (AIP) – schedule recurring contributions from your bank account. It's the easiest way to save. Set-up is simple. Payroll contribution – if your employer offers it, you can make a contribution to your 529 Plan directly from the pay you receive from your employment.
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How do the wealthy use 529 plans?
Using the money for education is an obvious option for the account, but another option is using it as a gifting mechanism to move a portion of assets out of their estate, thereby avoiding potentially confiscatory estate and inheritance taxes. Take the aforementioned split-gifting scenario.
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What is a better option than a 529 plan?
Roth IRAs Another 529 alternative to put away money for college and invest it for a potentially larger return is to utilize an account intended for retirement, such as a Roth IRA. Roth IRAs are individual retirement accounts that allow people to save and invest after-tax money.
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What's a disadvantage of 529 plans?
529 Cons. If not used for college expenses, there is a 10% additional tax on earnings. If not used for qualified expenses, all earnings are taxed as ordinary income (even if the “actual” earnings were capital gains). The management fees for a 529 account are typically higher than the fees for comparable mutual funds.
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Should I use a financial advisor for a 529 plan?
An advisor can help you navigate all your options, including different account types, tax implications and how to balance college savings with other financial priorities. With the right strategy in place, you can grow your child's college fund over time and set them up for a successful future.
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What does Dave Ramsey say about 529 plans?
Ramsey said he should put in $20,000 at most, and he advised against overfunding 529 plans. “I would not overfund your 529. At today's world, I would underfund your 529 … The higher ed landscape is going to change so much in the next 18 years as the student loan epic failure debacle unfolds,” Ramsey said.
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