Thank you @retired@50.
Given the value of each account, Is there a way to find out how much net of fees I paid for both 529 and IRAs from inception? The total annualized return of each account from inception, would that match the benchmark more or less? I tried to get these from the FA but not getting a direct answer. I will have a hard time justifying FA to move out (though I don't have to justify) but a courtesy what would be my talking points ?
I understand there are limited options when it comes to 529, any recommendation for what to choose from Vanguard ? Would you recommend VTI / VXUS / BND for 529 as well if plan supports, in addition to IRAs?
Given the value of each account, Is there a way to find out how much net of fees I paid for both 529 and IRAs from inception? The total annualized return of each account from inception, would that match the benchmark more or less? I tried to get these from the FA but not getting a direct answer. I will have a hard time justifying FA to move out (though I don't have to justify) but a courtesy what would be my talking points ?
I understand there are limited options when it comes to 529, any recommendation for what to choose from Vanguard ? Would you recommend VTI / VXUS / BND for 529 as well if plan supports, in addition to IRAs?
Statistics: Posted by FollowBH — Sat Aug 23, 2025 8:23 am — Replies 2 — Views 305