The 529 College Savings Plan was created to encourage American families to save for higher education.
The 529 College Savings Plan was created to encourage American families to save for higher education.
Thousands of colleges nationwide, including graduate and technical schools.
529 plans usually invest your contribution in mutual fund-based investments.
529 funds have low impact on aid and are considered to be an asset of the account owner-only 5.645 of the value of the account is considered to determine the student’s Expected Family Contribution.
Anyone regardless of income can invest in a Ohio 529 plan.
Ohio taxpayers may qualify for a deduction for contributions to a 529 account.
The account can be transferred anytime to a beneficiary that is eligible.
The majority of plans allow contributions for a beneficiary of any age.
Need help switching from a Ohio BlackRock 529 to a CollegeAdvantage 529? More information here.
We suggest clients choose the Vanguard Moderate Growth Index Portfolio to start. If you have specific circumstances, scheduling an appointment with us will allow us to determine the best approach for your needs.
This article was written for information purposes only and its content should not be construed by any consumer and/or prospective client as rebel Financial’s solicitation to affect, or attempt to affect transactions in securities, or the rendering of personalized investment advice for compensation. No client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from rebel Financial, or from any other investment professional. See our disclosures page for more information.
rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning, and investment management services to individual and institutional clients. To get a more detailed description of the company, its management, and practices, view our (form ADV, Part2A) and Disclosures.
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