Latest / The College Savings Podcast with Fexingo: 529 Plans, Education Funding, and Student Costs
The Hidden Value of 529 Plan Branding
Most parents pick a 529 plan based on their home state, assuming it is the only logical choice. This episode explores why that assumption might be costing you thousands in fees and lower returns. We look at how institutional investors view fund branding and why the 'default' option in many state plans is often the most expensive one. Lucas breaks down the difference between actively managed funds and passive index options within 529 portfolios, using specific fee structures to show how small differences compound over eighteen years. Luna challenges the idea that simplicity is always…
The skinny
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