如果很有可能是要去别的州上大学

C
CatcherInTheRye
楼主 (文学峸)

特别是最有可能上私校的,是不是该放National 529 Plans,而不是本州的529, 特别是如果本州是没有州税的?

l
ljty1
没听说过national 529 plan,所有的529都是各个州的,你娃去哪儿上学都能用,你是不是还以为全国粮票呢?
数学博士
去英国上学都可以用各个州的 529
C
CatcherInTheRye
我是看到Fidelity网站说state specific plans and national plans 把我整糊涂
柠檬椰子汁
you should quote the text so people can explain to you
C
CatcherInTheRye
Here

这网页第二段:

Different investors have their own goals, risk-tolerance levels, and time horizons. Whether you select a Fidelity-managed 529 plan for your state of residency or you select our national plan, you have multiple types of investment options to choose from.

https://www.fidelity.com/529-plans/investment-options

 

l
ljty1
这个所谓的national plan 还是sponsored by New Hampshire

Depending on your state of residence, a Fidelity-managed, state-specific plan may be a good option for you. If Fidelity does not manage a plan for your state, you may want to consider our national plan, the UNIQUE College Investing Plan (sponsored by the state of New Hampshire).

如果你所住的州有自己的plan,而且投资529有州税上的优惠,当然是选自己州的,否则, 随便选任何一个州的plan 都能达到同样的目的。

柠檬椰子汁
不明白,都是考过GRE的人,为什么读懂一段话那么难

让摘录一段话还落下最关键的话。

h
hz82000
还有人申请回国签证三次填错搞半年没拿到
C
CatcherInTheRye
哈哈我开始老年痴呆了,昨晚喝多了。再问下这个NH sponsored plan住别的州没关系?

好奇它家为啥都是NH sponsored?

l
ljty1
你可以买任何一个州的529 plan,跟你住哪里没关系,我推荐utah 529 可以投资SP500

之前柠檬提过其他州的plan 也可以投资SP500,不过我忘了。

C
CatcherInTheRye
ok,多谢大家! 新年快乐!