The 8 Best College-Savings Plans
Excerpt:Keywords:
529 plan529 college savings plansavingsMichigan Education Savings PrograminvestmentsInternal Revenue Codesilvertax breakstax deductionsmutual fundsrankingscollegeprice differentialgetting startedlong termgrandparentsMinnesotavehiclesfeesTIAA-CREFperformanceBenefactorsbeneficiarytiersincrementaltaxesindustrya decademedalsassetssaversis bornjointmanagerMaineKansasMissouriArizonamatchPennsylvaniainteractiveOhiowidedescriptionsEducationPeople:
Laura Lutton
Overall Sentiment: -0.109879
Relevance: 0.727319
| Sentiment | Quote |
|---|---|
| -0.130433 | "Years ago, when the industry was getting started, those investments were tougher to come by. The plans were loaded with funds that weren't performing well," she said. ... |
| 0.255762 | "I think that's a great trend that benefits all college savers," she said. ... |
| -0.160782 | "They have very similar indexed options for 7 to 12 year olds, but the Michigan plan charges 0.35 percent for its option and has negotiated much lower fees going forward, and the Minnesota plan charges 0.51 percent," Lutton said. ... |
| -0.135792 | "They have very similar indexed options for 7 to 12 year olds, but the Michigan plan charges 0.35 percent for its option and has negotiated much lower fees going forward, and the Minnesota plan charges 0.51 percent," Lutton said. "The Minnesota plan will always underperform the Michigan plan with that price differential." |
| 0.129945 | Lutton said any of the plans that received a gold, silver or bronze medal may be a "good choice for parents or grandparents." |
| Sentiment Stats: |
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Key:
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Note that quote stats are likely to be meaningless beyond the aggregate score due to the tiny sample size. However, they are always provided just in case you find something useful there.
Additional Info:
StateOrCounty: Kansas
Overall Sentiment: 0.0115619
Relevance: 0.695489
Disambiguation: Location | PoliticalDistrict | AdministrativeDivision | GovernmentalJurisdiction | USStateReferences:
StateOrCounty: Michigan
Overall Sentiment: -0.0522646
Relevance: 0.369591
Disambiguation: Location | PoliticalDistrict | AdministrativeDivision | GovernmentalJurisdiction | USStateReferences:
StateOrCounty: Minnesota
Overall Sentiment: -0.729334
Relevance: 0.347106
Disambiguation: Location | PoliticalDistrict | AdministrativeDivision | GovernmentalJurisdiction | USStateReferences:
StateOrCounty: Ohio
Overall Sentiment: 0
Relevance: 0.324599
Disambiguation: Location | PoliticalDistrict | AdministrativeDivision | GovernmentalJurisdiction | USStateReferences:
Company: Morningstar
Overall Sentiment: 0
Relevance: 0.90836
Organization: Minnesota College
Overall Sentiment: -0.365757
Relevance: 0.320601
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The 8 Best College-Savings Plans
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Investment ratings firm Morningstar released its annual ranking of 529 college savings plan on Monday, noting industry-wide improvements in plan fees and performance.
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