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.
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).