California 529 $100 bonus when you open account with $1000 or more in september
Thread created 09-03-2019 by uspeed
+5 Score
16 Replies
26,890 Views
$100 bonus showed up yesterday
California 529 $100 bonus when you open account with $1000 or more in september
Thread created 09-03-2019 by uspeed
+5 Score
16 Replies
26,890 Views
No, they are 1, 4 and 6
California 529 $100 bonus when you open account with $1000 or more in september
Thread created 09-03-2019 by uspeed
+5 Score
16 Replies
26,890 Views
are your 3 kids older than 14?
The Beneficiary must be 14 years old or younger as of December 31, 2019
California 529 $100 bonus when you open account with $1000 or more in september
Thread created 09-03-2019 by uspeed
+5 Score
16 Replies
26,890 Views
I want to simplify accounts. I used to have fidelity, vanguard, charles schwab and bank accounts all over the place. I'm consolidating to just 2 to 3 institution.
California 529 $100 bonus when you open account with $1000 or more in september
Thread created 09-03-2019 by uspeed
+5 Score
16 Replies
26,890 Views
For starters, looks like income limitations AGI $75k. Also has a lower initial contribution, matching is 1:1 for up to $200 contributed before Dec 31, 2019, and you get a $25 bonus in January if you...
California 529 $100 bonus when you open account with $1000 or more in september
Thread created 09-03-2019 by uspeed
+5 Score
16 Replies
26,890 Views
So if I have no educational use and withdrawal that $1100, there's a 10% penalty on the $100? Is that right?
California 529 $100 bonus when you open account with $1000 or more in september
Thread created 09-03-2019 by uspeed
+5 Score
16 Replies
26,890 Views
Why not have both? Diversify your portfolios. The asset allocation methodology and underlying assumptions are highly likely to be different between the 2 providers.
California 529 $100 bonus when you open account with $1000 or more in september
Thread created 09-03-2019 by uspeed
+5 Score
16 Replies
26,890 Views
If you want to stick to vanguard, you could just deposit $1000 into Scholarshare to earn the $100 bonus, and then roll it over into your vanguard plan later
California 529 $100 bonus when you open account with $1000 or more in september
Thread created 09-03-2019 by uspeed
+5 Score
16 Replies
26,890 Views
+1 agreement. Clearly the other person didn't look up the fees for many of the Scholarshare investment options, which are among the lowest of any 529 in the country.
California 529 $100 bonus when you open account with $1000 or more in september
Thread created 09-03-2019 by uspeed
+5 Score
16 Replies
26,890 Views
anyone went with vanguard 529 vs scholar share 529? I have vanguard for everything else and i'm looking to consolidate 529 to vanguard as well.
California 529 $100 bonus when you open account with $1000 or more in september
Thread created 09-03-2019 by uspeed
+5 Score
16 Replies
26,890 Views
Yup, that's why I said passive
California 529 $100 bonus when you open account with $1000 or more in september
Thread created 09-03-2019 by uspeed
+5 Score
16 Replies
26,890 Views
I wouldn't think so on the active option, but the passive age based funds seem comparable. Thanks.
California 529 $100 bonus when you open account with $1000 or more in september
Thread created 09-03-2019 by uspeed
+5 Score
16 Replies
26,890 Views
Link doesn't work. Try this one: https://www.scholarshare529.com/research/fees.shtml
California 529 $100 bonus when you open account with $1000 or more in september
Thread created 09-03-2019 by uspeed
+5 Score
16 Replies
26,890 Views
The fees in the passive portfolios are comparable to other 529 plans with Vanguard funds https://www.scholarshare529.com/research/fees.shtml
California 529 $100 bonus when you open account with $1000 or more in september
Thread created 09-03-2019 by uspeed
+5 Score
16 Replies
26,890 Views
Sounds attractive but the underlying fund fees will likely eat up the bonus quickly. Better to put money in low costing fund option 529 plans through Vanguard, if you are looking to grow the balance...
California 529 $100 bonus when you open account with $1000 or more in september
Thread created 09-03-2019 by uspeed
+5 Score
16 Replies
26,890 Views
Anyone know the difference between the $225 bonus on matching grant ? I want to open accounts for my 3 kids but not sure which one to pick
California 529 $100 bonus when you open account with $1000 or more in september
Thread created 09-03-2019 by uspeed
+5 Score
16 Replies
26,890 Views
$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.scholarshare529.com/buzz/back-to-school-offer.php
Offer Description: The...