Author Topic: Florida 529 Account Owners  (Read 1391 times)


  • Pencil Stache
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Florida 529 Account Owners
« on: February 16, 2017, 11:10:29 PM »
Is there any reason not to go with Vanguard for a Florida resident's 529 account?  I understand in many situation its best to own a 529 account that is managed by a firm within your homestate due to state tax benefits but Florida doesn't have state income tax so it seems like any ole broker will do.  Thoughts?


  • 5 O'Clock Shadow
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Re: Florida 529 Account Owners
« Reply #1 on: February 17, 2017, 06:36:30 AM »
Recently re-located to FL and saw no reason to transition 529s from the Vanguard plan. I set them up 4-5 years ago while a resident of PA, which offered an income tax incentive for any 529 not just PA's.