Need some savings advice

steves1bear

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Apr 30, 2010
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For Christmas this year my in-laws are giving us a set amount of money per child and we are supposed to decide what the get. We have 3 kids (8, 5, and 20 months). We decided they are already getting enough for Christmas so we are going to put the money into some kind of college savings fund. We already have some saved in just a regular savings account and we'll take that money combined with Grandma/Grandpa's money and set up a fund. My question is, what kind of fund. We've thought about savings bonds and 529 accounts, but since we have no experience in either area, we are looking for advice or experiences people have had in either area.

Any thoughts?

Thanks!
 
I would go with a 529 plan b/c you can control your money more than a bond, invest it more aggressively, and enjoy tax advantages. I have 529 plans and ESA accounts for my kids, but the government is phasing out the ESA next year. I don't have any bonds for my kids; I do have two from DH when he graduated high school and they still haven't matured more than 15 years later.

Check out Vanguard.com's College section for some advice--I love Vanguard's mutual funds; however my 529s are at Fidelity b/c I get 2% back on all credit card purchases into the account.
 
Why not talk to a financial planner or advisor? 529 plans are fine, but I think the money can only be spent on education so anything left can't be used for something else. A basic investment can be cashed for any purpose, like college or a down payment on a house or even for their wedding. Someone knowledgeable in investing can direct you to an area that isn't risky and can help you build you fund. I like to keep my options open. Good luck!
 

I highly recommend this site: http://www.bogleheads.org/

You can do a search for 529 or just scroll through the topics. There is a ton of good advice here if you take the time to read.

I would not recommend a financial 'advisor' until you learn about the various qualifications they have.

No one will take care of your money like you will so spend the time to learn about your options.
 
I think you're really smart. Whatever toy you bought them now will be played with for five minutes, but by saving for college early you will reap the benefit of compounding.

Some states have better 529 plans than others. I see you are from Hawaii (lucky you, we're suppose to get 20" of snow tonight.) HI currently doesn't allow a tax deduction for a 529 contribution. In OH, for every $2000 I contribute I will save $75 in taxes for my tax bracket. Maybe if your parents live in another state they could contribute to their home state plan? But that might tie your children to going to school in that state. I really don't know and it's too early for me to research it. I haven't had my coffee yet.

Do you live near a college? Maybe their FinAid department could give you some free advice?

Back to my original thought - smart move.
 
I would run it by your in laws first to be sure that they are ok with not getting them gifts or at least one or two small things. IF they are fine with it, I agree to talk to whomever manages your money. DS goes to college next year and the money is there waiting for him.We however just switched our F manager and they have ideas on how it can still grow while he is in college and best way to start DGS's fund.
 
I think you're really smart. Whatever toy you bought them now will be played with for five minutes, but by saving for college early you will reap the benefit of compounding.

Some states have better 529 plans than others. I see you are from Hawaii (lucky you, we're suppose to get 20" of snow tonight.) HI currently doesn't allow a tax deduction for a 529 contribution. In OH, for every $2000 I contribute I will save $75 in taxes for my tax bracket. Maybe if your parents live in another state they could contribute to their home state plan? But that might tie your children to going to school in that state. I really don't know and it's too early for me to research it. I haven't had my coffee yet.

Do you live near a college? Maybe their FinAid department could give you some free advice?

Back to my original thought - smart move.

I am pretty sure you can use 529 plans in other states, and you are not obligated to use the money in any particular state (I know ours is in another state). DH is a CFP, so he's in charge in this area of our finances, and we have them for all of the kids.
 
My son recently, 8, just received an inheritance from my grandfather. My dad did some checking for me and we bought stock in our local electrical company. His is earmarked for college also. My parents are giving a couple small gifts for Christmas and the rest cash. We are buying more stock for him.
 
I really don't think you need a financial adviser for this type of transaction. Unless we are talking tens of thousands of dollars (which I don't think we are) then I think you can do your own research and invest fairly diversified in a mutual fund with a risk you feel comfortable with. The person who said you don't have to go into your state's 529 is right. For example, I live in PA but can join Vanguard's NY 529. In PA, I also get to deduct my contributions from my income, so that saves me some on my state taxes, but someone else mentioned Hawaii does not do this yet.

I used to write for a mutual fund company and while not licensed, I do have some financial understanding. To the person going into the electric company stocks, it's great you're saving for your child, but I recommend that you diversify; it's dangerous putting all of your eggs in one basket. Plus, if this is personal investments, you will owe taxes later on the income. Just a thought.
 
Ok, coffee is half gone, I have a few more coherent thoughts. Hopefully.

The most important advantage I can see of investing in a 529 as opposed to buying stocks is that your investment grows tax free. Say you invest $2000 and in 15 years it's worth $5000. In a 529, if you use it for college, all of the money is withdrawn tax free, if you invested in stock then you have to claim that $3000 profit on your income taxes. Granted, if the stock in in your childs name then his income will probably be insignificant so he won't pay much; AND you have the flexibility of using the funds for expenses other than education. You should weigh that against the fact that the stock very well may grow alot more than any 529 plan offering.

I guess the ideal thing is to follow the number one rule in investing - diversify. Put some in a 529 and some in a stock or a mutual fund.
 
I know you said savings bonds, I would probably buy US I-Bonds. You can buy them directly from the treasurydirect.gov There are not costs to own them, and they are inflation adjusted. They can grow for up to 30 years. They are not subject to state income tax, and if they are used for qualifying educational expenses (like college) they grow federal tax free. Also unless the government collapses, they are as safe as you can get.

I would just set up three accounts for your kids, and then you can keep buying them savings bonds every year. You can only purchase $5000 per social per year. An odd way around the $5000 limit is to buy $5000 in paper format at a bank branch and convert it to the electric account upon receipt and then $5000 in electronic format--so you can buy $10,000 per year per social security number. The other nice thing about the bonds is you can purchase amounts as little as $50. So this is truly an investment format that can work, no matter how small your budget. If you only have an extra $50 three times a year, you can still make the investments and you pay no fees.

I have been buying them with my extra money for the past 7 or 8 years. When I first started my husband made fun of me, that I was an old lady. I really only understand tangible assets and individual stocks of companies with tangible assets. (In his younger days he was an equities trader so is far more risky than me). Fast forward too many crazy turns in the stock market, and he too buys his limit every year. When he asked me how to set up an account, I nearly fell out of my chair. Since I have some that are older, mixed with some that are newer I probably get a blended return around 6%. He missed out on some of the better rate years and gets around 4%. In this market, guaranteed 4 or 6% is fine with us--plus it is only a small part of our retirement funds.

I refer to the bonds as our "end of the world" money. If everything else bottoms out, we still have this cash. We are due with our first baby in April, and she will be getting her own treasury direct account.

If you do decide to set up 529 plans, since it sounds like you have a lump sum of money now for each kid. I would make sure you spread the investment over some time. If for example, this is the height of the market for a while, you don't want to invest everything now in one lump. If you are dollar cost averaging, it is okay to buy stock or funds at an "expensive" time; but if the market drops 20% the week after you buy all their shares in the 529, it will be a long road before you see any return. At the same time it could go up 20%, that's pretty much the reason the market (even with mutual funds) drives me nuts.

If the mutual fund is an aggregate of companies and today it's value is X, how can it be worth X-20% tomorrow??? I get it when a sector fails, or an industry is obsolete, when invested in foreign governments and their currency wobbles or they become less stable, but for the radical price changes with no real reason--bah! Makes me feel like an individual investor can't get a fair shake, because of the preferred pricing for all the institutional investors. Drives me batty--only because we have so many assets invested in the market.

That was a really long way of saying, I'd buy I-bonds. :laughing:
 
I am pretty sure you can use 529 plans in other states, and you are not obligated to use the money in any particular state (I know ours is in another state). DH is a CFP, so he's in charge in this area of our finances, and we have them for all of the kids.

You can use money from a 529 for education purposes in any state. Your state is not legally obligated to not tax the proceeds on 529s from other states. Right now, I believe none of them do tax 529s, but I expect that as they look for new sources of revenue, other states 529s will be one of the first things they tax. They are always tax free on gains for federal tax purposes, as long as they are used for education. They are transferable - so if child one doesn't use his full amount, you can transfer the money to child two. And if at the end of it you have money left over (good luck with that :laughing:), you just pay taxes on the gain and it becomes a fairly ordinary investment account.
 
I think a college fund is a fantastic idea. But, I too would double check with the grandparents to make sure they approve of that decision in lieu of gifts. I know if my MIL gave me money for gifts and I put in in savings and didn't ask her first, she would be upset because she would want the kids to open something from them on Christmas. I agree that savings is better than a toy that will be forgotten about in six months but some people are weird about stuff like that.
 















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