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Personal Finance and Investing

elleng

(137,923 posts)

8. 529 plans mean within a certain state?

Reply to lastlib (Reply #7)

Wed Dec 31, 2014, 11:12 AM

Dec 2014

Only 1 is in MY state, and might move in years. How flexible are they, and what do they promise and deliver?

Gifts to minors possible, but again, how flexible? More than one? Named or not yet named?

Thanks for suggestions, lib.

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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