Rich Habits发布 2026-09-17
《Q&A: Spending $8K On Fun, Forming LLC For Rental, & Turning Basement Into Airbnb》
$ED看跌
由于费用高昂（最高达4.25%），应避免通过Edward Jones办理529计划，并转移现有账户。
对我来说最刺眼的是，我不会通过 Edward Jones 来做 529 计划。这只是我的个人看法。他们收取极高的费用，有时高达 4.25%，仅仅是为了持有和托管这些 529 计划，而你本可以选择州政府项目或单独购买的项目，不必支付所有这些费用。
what's glaring to me is I would not do the 529s with Edward Jones. That's just my opinion. They charge extremely high fees, sometimes up to 4.25% just to carry and host those 529s when you can go to a state program or an individually purchased program and not have to pay all of those fees.
