I am looking to open 529 plan for my kid. There are good reviews about Ohio, Nevada, Utah and New York. 529 is also offered through Fidelity , Merrill and others. My question is, if I want to choose say Utah plan would I be able to do so through Fidelity or this can be done only through their website e.g. my529.org for Utah. 🙏🙏🙏 TC: 180
Make sure you are taking into account the state-level tax benefits when comparing plans. I ultimately went with the plan offered by my state b/c the tax benefits made up for the disadvantages it had in comparison with out of state plans.
I am in California which does not offer state tax benefits, so it would not matter for me, right?
Yeah that sounds right. Sorry about that. In my state I can deduct the first $10k of contributions annually
Afaik, only through their website