dbr wrote:Yes, and to that you need to add comparing the turnover in the two funds, as funds with higher turnover generate larger capital gains distributions on average.
sunnyday wrote:Thanks for the replies. I noticed there's a decent size hole where the gas line comes in.
We don't have a gas line coming into the house so I'm not concerned about causing a fire.
Barry Barnitz wrote:bornloser wrote:Is there a way to find out if a particular state will try to recapture the tax break (ie, a list of these states)?
529 plan recapture tax on rollovers - Bogleheads
Dulocracy wrote:Of course, if you have only 5 funds available, you are not providing enough. Mean men from the government may come knocking. Something about fiduciary duty and all that.