Comments

  1. Tucker says

    Someone on bogleheads posted that Union First does in fact take out of state customers.

    Does anyone have experience with BB&T and/or Union First and a view on which is easier to deal with? I realize that Union First has a lower breakpoint for its higher interest rate tier ($10K vs $25K at BBT) but since the value of that is minimal, I’m more interested in who is easier to deal with when we are ready for distribution or seek to effect another transfer. Thanks

    • Harry Sit says

      I don’t know which is easier. BB&T is easy enough. Distributions and transfers are done through the VA 529 program administrator for both banks.

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