The wiki editors have collaborated to completely overhaul the wiki's 529 plan articles.euroswiss wrote: ↑Fri Oct 27, 2017 12:36 pmThe Wiki is very much out of date, unfortunately. Doesn't even list NCfeehater wrote: ↑Fri Oct 27, 2017 10:28 amIs the Wiki not complete on this? I had assumed that any state not on this list did not do a recapture:
https://www.bogleheads.org/wiki/529_pla ... _rollovers
Most of those articles, especially the 54 individual state 529 plan articles, were written circa 2008. We had fully expected that members would jump right in to keep things up-to-date. That didn't happen. Moving forward, we have taken a pragmatic approach to replace the individual 529 state plans with a single consolidated article.
See: 529 plans by state
This single article provides links to three websites containing latest 529 plan information: Ascensus College Savings, College Savings Plan Network, and Saving for College. We provide links to the websites' search engines, which are quite comprehensive.
Additionally, this new article contains a complete listing of every 529 plan. Included in this comprehensive table are direct links to the relevant plan, Morningstar description, and fee disclosure.
Anyone linking to the prior individual state plans will be redirected to this new page. No worries, as we've preserved the individual plan pages here: Category:529 plan archive and note the plans are now renamed with "archive" in the title.
The top-level plan starts here: 529 plan. Also updated are:
- 529 plan recapture tax on rollovers
- 529 plan account transfers
- Collegesure 529 Tuition Indexed Programs
Many, many thanks to CollegePrudens for reviewing and updating the individual plan table (including the links), and providing updates where needed on several pages.
Comments / questions / corrections are welcome. Lurkers are welcome to comment by completing the "Help improve this page" found at the bottom of every wiki page (not supported in Mobile view, use Desktop view).