This is the "regular" 529 plan that everyone is talking about when you read a finance article telling you that you should open a 529 plan. In Colorado, that’s the Direct Portfolio College Savings Plan. So, click Direct Portfolio on the side, or there in Step 3. Both links go to the same place.
College savers looking for low-cost, broad diversification should consider Nevada’s Vanguard 529 College Savings Plan, which uses all passively managed strategies. Although many plans have adopted a similar set of inexpensive Vanguard indexes, this plan has lower fees than most thanks to.
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Select an investment or a pre-paid tuition college savings plan. If the state plan does not offer state tax advantages, open a 529 investment account through a discount brokerage firm. The fees are usually lower. Adding a 529 Account to an existing portfolio simplifies the paperwork. A 529 College Savings Plan is a way to pre-pay for college.
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Meet with a Schwab Financial Consultant to evaluate your current portfolio and, if needed, help you make adjustments so you’ll have a plan that addresses your long- and short-term goals. Call us at 866-855-9102 for 24/7 investing support and to learn more about how we can help you reach your financial goals.
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There are some money chores that can be done a lot faster than you may think. The following financial tasks, which could save you a lot of cash and stress in the future, each can be dispatched in 15 minutes or less once you’ve decided on a plan and have your information at hand.
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