Lol, as a NYC resident, it’s so on brand that we have really high taxes, but also a bajilion ways to avoid them, can you list them all in a short? I would appreciate it!
Thanks for this video! NY changed how they do their 529 and now it’s target year options vs aggressive etc. seriously considering moving our target year out since there’s already way too high of a bond percentage for something that is 12-13 years out ☹️
I was able to go back in and change it back to “aggressive” which is 100% stocks so I’m really happy with that! Thank you for your videos! They are really helping me understand and consider the options available ❤
do you recomend Target Enrollment 2032/2033 plan? im trying to figure out if i should switch to age based for my 9 and 10 year olds. but its kinda complicated to pick the funds...
Lol, as a NYC resident, it’s so on brand that we have really high taxes, but also a bajilion ways to avoid them, can you list them all in a short? I would appreciate it!
Nice job on this one as always. It would be nice if all states offered a tax break even if you didn't use that specific state's plan.
It is possible…
Thanks for this video! NY changed how they do their 529 and now it’s target year options vs aggressive etc. seriously considering moving our target year out since there’s already way too high of a bond percentage for something that is 12-13 years out ☹️
I agree, that was a turn for the worst. If you got the state tax benefit on the contributions careful you don’t get hit with a recapture.
I was able to go back in and change it back to “aggressive” which is 100% stocks so I’m really happy with that! Thank you for your videos! They are really helping me understand and consider the options available ❤
thank you for the video...if you have the $3,000 to start..vanguard 529 is a good option?
do you recomend Target Enrollment 2032/2033 plan? im trying to figure out if i should switch to age based for my 9 and 10 year olds. but its kinda complicated to pick the funds...
Check out my 529 plan playlist on the channel. That should help.
Don’t you have to be a resident of Florida to use their 529 plan?
Yes