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What Are The Best 529 Plans Based On Performance?
Manage episode 363332804 series 2794666
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529 plan performance is tough to measure - it's not just the investment returns, but it's also about the tax benefits and fees.
Minimizing costs is usually key to maximizing returns, but not always. Sometimes, state income tax breaks can compensate for the cost of 529 plans with higher fees. So, how can you find the best 529 plan for your state and situation?
A more focused analysis of 529 plan portfolio performance net of costs and state income tax breaks yields results that differ from traditional 529 plan ratings.
Let's break it down.
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