Rich Habits 对 $ED 的判断变化

频道资料 →本频道有 3 位标注的说话人:Andy Jassy、Wall Street、Wall Street favorites.com / 'We both'共 1 条
2026-09-17看跌
《Q&A: Spending $8K On Fun, Forming LLC For Rental, & Turning Basement Into Airbnb》
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.