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Personal Finance and Investing

lastlib

(23,141 posts)

9. Here is a quick summary of 529 plans for you

Reply to elleng (Reply #8)

Wed Dec 31, 2014, 07:22 PM

Dec 2014

https://www.edwardjones.com/en_US/products/education_saving/529_plans/index.html?utm_source=msn&utm_medium=cpc&utm_term=%2Bwhat+%2Bis+%2B529+%2Bplan&utm_campaign=Products_BMM

There are a lot of nuances to them, and a bit of variety by state.

Here is a link to read up about gift to minors rules:

http://evans-legal.com/dan/giftsminors.html

Again, rules vary from state to state, your mileage may differ..... Hope this helps!
Happy New Year!

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A question: [View all] elleng Dec 2014 OP

This is quite a challenge, but I have some ideas. NYC_SKP Dec 2014 #1

Absolutely, SKP, elleng Dec 2014 #2

You might want to talk to an estate attorney about this. SheilaT Dec 2014 #3

Yes, surely will set up for equal benefits, elleng Dec 2014 #4

There may well be better funds. SheilaT Dec 2014 #5

Right. Right. elleng Dec 2014 #6

You should also check out your state's 529 plans lastlib Dec 2014 #7

529 plans mean within a certain state? elleng Dec 2014 #8

Here is a quick summary of 529 plans for you lastlib Dec 2014 #9

Thanks again, lib. elleng Dec 2014 #12

A 529 may be set up in any state to benefit SheilaT Dec 2014 #10

Thanks, SheilaT. elleng Dec 2014 #11

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