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Financial Planning / Paying For College


Subject:  NH Unique Plan Date:  8/27/2000  2:43 PM
Author:  Staniel Number:  2802 of 8533

Hey All--

I have a couple of questions for any of you out there who use Fidelity's "Unique" 529 plan. I live in IN where our 529 plan isn't state tax deductible, so I'm shopping around for the best deal. At any rate, here are my questions:

(1) If you've been participating in the plan, has your overall satisfaction level been high? Have the returns been OK, even given the fact that it's been a somewhat choppy market?

(2) Have you found that you're getting gouged by the fees that Fidelity imposes on its mutual funds?

(3) How long has the plan been in existence? How well do the returns of the plan correlate with the returns on the individual funds that they publish in the brochure?

I've also considered the NY and MO plans as well, so if anyone has any insight on those plans I'd be more than happy to listen. Any comments or concerns regarding other state plans will be highly appreciated.

Thanks in advance for your help.


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