Hi, everyone! I need help choosing a 529 plan. I’ve put some important information in this excel sheet.
I’m leaning toward Indiana 2036 Enrollment Portfolio or Utah’s Age-Based Moderate 0-3. Indiana has the highest performance % (10 year is 10.33%) and listed fees are: $20 annually; 0.29% program management fee. Utah’s 10 year performance % is 9.49% and listed fees are: 0.10% to 0.18% management fee.
What do you think? Is there a better plan I didn’t capture here? If not, Indiana or Utah?