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Huaren
等级等待验证会员
威望--
贴子4
魅力59
注册时间2004-02-03

jollion

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education saving怎么没有专门的话题?

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6

2006-09-13 23:10:00

想问一下529plan去找谁开?
Huaren
等级贵宾大校
威望125
贴子23515
魅力28961
注册时间2005-08-20

heavysnow

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2006-09-13 23:19:00

That's a very good topic.  Lemme gather some information and post it here.  Meanwhile, all ideas and suggestions are welcomed.

I've heard the Utah 529 plan is among the best.  Will get into that w/ more details.

Huaren
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贴子875
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注册时间2004-08-12

skysaber

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2006-09-14 02:07:00

太长远的目标了.
Huaren
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威望2
贴子2377
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注册时间2005-10-15

dididida

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2006-09-14 12:02:00

good topic, waiting for more info...

Thanks Heavysnow...

Huaren
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注册时间2005-03-15

xyin

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2006-09-14 12:31:00

waiting for more, saving for education earlier the easier.

Huaren
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威望125
贴子23515
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注册时间2005-08-20

heavysnow

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2006-09-14 14:01:00

From the UESP (Utah Educational Savings Plan) newsletter I got, there is an exerpt:

"One reason UESP continues to hold the national media spotlight is our relatively low fees.  UESP's asset fees range from 0.0% to 0.391%.  UESP also charges an annual account maintenance fee of up to $25 per account per year.  This fee is waived for Utah residents.  UESP does not charge asset or maintenance fees for the quarter in which an account is opened.  UESP charges no fees at all for one investment option, the Public Treasurer's Investment Fund.  A $30 fee is charged to affected accounts for bounced checks or rejected automated clearinghouse (ACH) transactions.

Unlike some other 529 plans, UESP does not charge "specialty fees."  There is:

  • No enrollment fee
  • No front load
  • No back-end load
  • No minimum balance fee
  • No disbursement fee
  • No transfer fee
  • No investment option change fee
  • No account closure fee
Huaren
等级贵宾大校
威望125
贴子23515
魅力28961
注册时间2005-08-20

heavysnow

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2006-09-14 14:10:00

Now you are probably wondering where to start with, which state has better plans, etc.  There are many sites have such information, but I found this two are helpful:

http://www.bankrate.com/brm/saving4college/brm_sfcsearch.asp

http://www.savingforcollege.com/intro_to_529s/ (other information are in that page, just keep clicking)

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