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California 529 $100 bonus when you open account with $1000 or more in september
$1,000.00
$100 - Get a Back-to-School Bonus
when you open a new account with $1,000* between 9/1 and 9/30/2019.
https://www.scholarshar
Offer Description: The ScholarShare 529 College Savings Plan ("ScholarShare 529") is a 529 college savings plan administered by the ScholarShare Investment Board ("SIB"), an instrumentality of the state of California, and managed by TIAA-CREF Tuition Financing, Inc. ("TFI"). To receive a $100 matching deposit ("the Matching Deposit"), eligible individuals must open a new ScholarShare 529 account (for a new beneficiary) online at www.ScholarShar
Eligibility: Offer open to legal residents of the 50 states of the United States who are at least 18 years of age or older as of September 1, 2019 and have a social security number or federal taxpayer identification number and excludes the following: (a) members, officers, and employees of SIB; TFI and its parent, subsidiaries, affiliates, owners, members, directors, managers, officers, employees, trustees, agents; and their respective immediate family members (spouse, domestic partner, parents, legal guardians, grandparents, grandchildren, siblings, children and "step" of each) and those individuals living in their same household; and (b) FINRA affiliated customers. All taxes and other costs associated with this promotion are solely the responsibility of the recipient and/or beneficiary. Beneficiary for the new ScholarShare 529 account cannot be a beneficiary of an existing ScholarShare 529 account for that account owner
when you open a new account with $1,000* between 9/1 and 9/30/2019.
https://www.scholarshar
Offer Description: The ScholarShare 529 College Savings Plan ("ScholarShare 529") is a 529 college savings plan administered by the ScholarShare Investment Board ("SIB"), an instrumentality of the state of California, and managed by TIAA-CREF Tuition Financing, Inc. ("TFI"). To receive a $100 matching deposit ("the Matching Deposit"), eligible individuals must open a new ScholarShare 529 account (for a new beneficiary) online at www.ScholarShar
Eligibility: Offer open to legal residents of the 50 states of the United States who are at least 18 years of age or older as of September 1, 2019 and have a social security number or federal taxpayer identification number and excludes the following: (a) members, officers, and employees of SIB; TFI and its parent, subsidiaries, affiliates, owners, members, directors, managers, officers, employees, trustees, agents; and their respective immediate family members (spouse, domestic partner, parents, legal guardians, grandparents, grandchildren, siblings, children and "step" of each) and those individuals living in their same household; and (b) FINRA affiliated customers. All taxes and other costs associated with this promotion are solely the responsibility of the recipient and/or beneficiary. Beneficiary for the new ScholarShare 529 account cannot be a beneficiary of an existing ScholarShare 529 account for that account owner
Created 09-03-2019
at 06:52 PM
by uspeed
in
Financial Tools & Services
(5)
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16 Comments
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Overwhelming majority of active managers underperform their benchmark and they charge too much which adds to the underperformance. Best to get cheap beta exposure (i.e. passive funds that mimic the benchmark) one of the best known companies for cheap passive funds is Vanguard.
I wouldn't think so on the active option, but the passive age based funds seem comparable. Thanks.
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Why not have both? Diversify your portfolios. The asset allocation methodology and underlying assumptions are highly likely to be different between the 2 providers.
I got this all from the T&Cs...just Google'd Scholarshare Matching Grant and read up on it on the Scholarshare webpage for it there. If I was eligible, I'd go for the matching program, but since I'm not, I'm going for the $100 bonus.
The Beneficiary must be 14 years old or younger as of December 31, 2019