Ishares 529 Plan

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Dec 17, 2008 12:46 pm

Yeah I hate 529 plans too, but have a client's dad who would like to make a substantial contribution.



Has anyone had experience using this particular plan, it seems rather new, but great idea with etf portfolios.

Dec 17, 2008 5:27 pm

Just set one up the other day. you get to choose how you charge the client(fee doesn't get taken out of 529 account like C shares 12b1 does). I decided to charge the people a planning fee(1% on assets payable end of every 12 months).