{"id":3737,"date":"2016-12-27T15:19:05","date_gmt":"2016-12-27T23:19:05","guid":{"rendered":"http:\/\/smartandresponsible.com\/blog\/?p=3737"},"modified":"2016-12-27T15:19:05","modified_gmt":"2016-12-27T23:19:05","slug":"california-529-scholarshare-college-saving-plan","status":"publish","type":"post","link":"https:\/\/smartandresponsible.com\/blog\/california-529-scholarshare-college-saving-plan\/","title":{"rendered":"California 529 ScholarShare College Saving Plan\u00a0"},"content":{"rendered":"<p>\u3053\u306e\u30d6\u30ed\u30b0\u3067\u306f\u3001\u5177\u4f53\u7684\u306a\u91d1\u878d\u5546\u54c1\u3084\u30d7\u30ed\u30b0\u30e9\u30e0\u3092\u3054\u7d39\u4ecb\u3059\u308b\u3053\u3068\u306f\uff08\u4e2d\u7acb\u7684\u306a\u7acb\u5834\u3092\u4fdd\u3064\u305f\u3081\u3068\u3001\u500b\u3005\u306e\u30b1\u30fc\u30b9\u306b\u5fdc\u3058\u3066\u30d9\u30b9\u30c8\u306a\u5546\u54c1\u306f\u9055\u3046\u3053\u3068\u304b\u3089\uff09\u307b\u3068\u3093\u3069\u306a\u3044\u306e\u3067\u3059\u304c\u3001\u4eca\u56de\u306f\u4f8b\u5916\u3068\u3057\u3066\u3001California 529\u30d7\u30e9\u30f3\u3067\u3042\u308b ScholarShare College Saving Plan\u304c\u73fe\u5728\u884c\u3063\u3066\u3044\u308b\u3001\u30ed\u30fc\u30eb\u30aa\u30fc\u30d0\u30fc\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3092\u3054\u7d39\u4ecb\u3044\u305f\u3057\u307e\u3059\u3002\u3059\u3067\u306b\u3069\u3053\u304b\u306e\u5dde\u306e529\u30d7\u30e9\u30f3\u306b\u52a0\u5165\u3057\u3066\u3044\u308b\u5834\u5408\u3067\u3001\u305d\u308c\u3092\u3053\u306e\u30ab\u30ea\u30d5\u30a9\u30eb\u30cb\u30a2\u30d7\u30e9\u30f3\u3078\u30ed\u30fc\u30eb\u30aa\u30fc\u30d0\u30fc\u3059\u308b\u5834\u5408\u306b\u3001\u5927\u304d\u306a\u30dc\u30fc\u30ca\u30b9\u304c\u3082\u3089\u3048\u307e\u3059\u3002<\/p>\n<p>\u3054\u7d39\u4ecb\u3059\u308b\u7406\u7531\u306f\u3001\uff11\uff09\u30ed\u30fc\u30eb\u30aa\u30fc\u30d0\u30fc\u30dc\u30fc\u30ca\u30b9\u304c\u304b\u306a\u308a\u5927\u304d\u3044\u3053\u3068\u3068\u3001\uff12\uff09\u3053\u306e529\u30d7\u30e9\u30f3\u81ea\u4f53\u304c\u512a\u826f\u30d7\u30e9\u30f3\u3067\u3042\u308b\u304b\u3089\u3067\u3059\u3002\u307e\u305a\u306f\u3053\u306e\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u306e\u5185\u5bb9\u304b\u3089\u3054\u7d39\u4ecb\u3057\u307e\u3059\u3002<\/p>\n<p>&nbsp;<\/p>\n<h2>\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u5185\u5bb9<\/h2>\n<p>&nbsp;<\/p>\n<ul>\n<li>\u30ab\u30ea\u30d5\u30a9\u30eb\u30cb\u30a2\u4ee5\u5916\u306e\u4ed6\u5dde\u306e529\u30d7\u30e9\u30f3\u304b\u3089\u306e\u30ed\u30fc\u30eb\u30aa\u30fc\u30d0\u30fc\u304c\u5bfe\u8c61<\/li>\n<li>\u671f\u9650\u306f2017\u5e747\u67081\u65e5\u307e\u3067<\/li>\n<li>$10,000\u4ee5\u4e0a\u306e\u30ed\u30fc\u30eb\u30aa\u30fc\u30d0\u30fc\u3067\u3042\u308b\u3053\u3068<\/li>\n<li>\u53e3\u5ea7\u7533\u8fbc\u8005\u306f\u5168\u7c7350\u5dde\u306e18\u6b73\u4ee5\u4e0a\u306e\u5408\u6cd5\u5c45\u4f4f\u8005\u3067\u3001\u30bd\u30fc\u30b7\u30e3\u30eb\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u756a\u53f7\u304b\u7d0d\u7a0e\u8005ID\u756a\u53f7\u3092\u6301\u3063\u3066\u3044\u308b\u3053\u3068<\/li>\n<li>\u65b0\u898f\u30d9\u30cd\u30d5\u30a3\u30b7\u30e3\u30ea\u30fc\uff08\u901a\u5e38\u306f\u30ab\u30ec\u30c3\u30b8\u5165\u5b66\u4e88\u5b9a\u306e\u304a\u5b50\u3055\u3093\uff09\u306e\u305f\u3081\u306e\u65b0\u898f\u30a2\u30ab\u30a6\u30f3\u30c8\u3067\u3042\u308b\u3053\u3068<\/li>\n<li>\u30ed\u30fc\u30eb\u30aa\u30fc\u30d0\u30fc\u304c\u78ba\u8a8d\u3067\u304d\u3066\u304b\u3089\u3001\u305d\u306e\u984d\u306b\u5fdc\u3058\u306660\u65e5\u4ee5\u5185\u306b\u30dc\u30fc\u30ca\u30b9\u304c\u53e3\u5ea7\u3078\u30c7\u30dd\u30b8\u30c3\u30c8\u3055\u308c\u308b<\/li>\n<\/ul>\n<p><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-3741\" src=\"https:\/\/i0.wp.com\/smartandresponsible.com\/blog\/wp-content\/uploads\/2016\/12\/California-529-bonus.jpg?resize=325%2C246\" alt=\"California 529 bonus\" width=\"325\" height=\"246\" srcset=\"https:\/\/i0.wp.com\/smartandresponsible.com\/blog\/wp-content\/uploads\/2016\/12\/California-529-bonus.jpg?w=325&amp;ssl=1 325w, https:\/\/i0.wp.com\/smartandresponsible.com\/blog\/wp-content\/uploads\/2016\/12\/California-529-bonus.jpg?resize=300%2C227&amp;ssl=1 300w\" sizes=\"auto, (max-width: 325px) 100vw, 325px\" \/><\/p>\n<p><a target=\"_blank\" href=\"https:\/\/www.scholarshare.com\/buzz\/switch.shtml\" >\u8a73\u3057\u304f\u306f\u3053\u3061\u3089<\/a>\u3002<\/p>\n<p>\u3053\u306e\u30dc\u30fc\u30ca\u30b9\u306e\u5927\u304d\u3055\u306f\u3061\u3087\u3063\u3068\u3070\u304b\u308a\u6ce8\u76ee\u3067\u3059\u3002\u4eca\u307e\u3067\u3082\u30ed\u30fc\u30eb\u30aa\u30fc\u30d0\u30fc\u30dc\u30fc\u30ca\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u306f\u3044\u308d\u3044\u308d\u3042\u3063\u305f\u3068\u601d\u3044\u307e\u3059\u304c\u3001\u305f\u3068\u3048\u3070\u4e0b\u8a18\u306eMerrill Edge\u3002$200,000\u4ee5\u4e0a\u306e\u30ed\u30fc\u30eb\u30aa\u30fc\u30d0\u30fc\u3067$600\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u304c\u3001\u4eca\u56de\u306e\u30ab\u30ea\u30d5\u30a9\u30eb\u30cb\u30a2529\u306f$50,000\u4ee5\u4e0a\u3067$500\u3067\u3059\u3002<\/p>\n<p><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-3739\" src=\"https:\/\/i0.wp.com\/smartandresponsible.com\/blog\/wp-content\/uploads\/2016\/12\/merril-bonus.png?resize=403%2C171\" alt=\"merril bonus\" width=\"403\" height=\"171\" srcset=\"https:\/\/i0.wp.com\/smartandresponsible.com\/blog\/wp-content\/uploads\/2016\/12\/merril-bonus.png?w=825&amp;ssl=1 825w, https:\/\/i0.wp.com\/smartandresponsible.com\/blog\/wp-content\/uploads\/2016\/12\/merril-bonus.png?resize=300%2C127&amp;ssl=1 300w, https:\/\/i0.wp.com\/smartandresponsible.com\/blog\/wp-content\/uploads\/2016\/12\/merril-bonus.png?resize=768%2C326&amp;ssl=1 768w\" sizes=\"auto, (max-width: 403px) 100vw, 403px\" \/><\/p>\n<p>\u307e\u305f529\u30d7\u30e9\u30f3\u306e\u30dc\u30fc\u30ca\u30b9\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3082\u3053\u308c\u307e\u3067\u3044\u308d\u3044\u308d\u3042\u3063\u305f\u3068\u601d\u3044\u307e\u3059\u304c\u3001\u4eca\u56de\u306e\u3088\u3046\u306a\u30ec\u30d9\u30eb\u306e\u30dc\u30fc\u30ca\u30b9\u306f\u306a\u304b\u306a\u304b\u306a\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u305f\u3068\u3048\u3070\u3001\u30c6\u30cd\u30b7\u30fc\u306eTNStars College Saving 529 Program\u3067\u3001\u6700\u5927$875\u306e\u30dc\u30fc\u30ca\u30b9\u304c\u3082\u3089\u3048\u308b\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3092\u5f35\u308a\u307e\u3057\u305f\u304c\u3001\u5bfe\u8c61\u306f\u30c6\u30cd\u30b7\u30fc\u5dde\u5c45\u4f4f\u8005\u306b\u9650\u3089\u308c\u3066\u3044\u307e\u3057\u305f\u3002$375\u306b\u52a0\u3048\u3066\u3001\u8ffd\u52a0\u3067$500\u3082\u3089\u3048\u308b\u30dc\u30fc\u30ca\u30b9\u3082\u3042\u308a\u307e\u3057\u305f\u304c\u3001\u3053\u3061\u3089\u306f\u5e74\u53ce\u5236\u9650\u304c\u3042\u308b\u3068\u3068\u3082\u306b\u6700\u521d\u306b2,000\u4eba\u306b\u9650\u3089\u308c\u3066\u3044\u307e\u3057\u305f\u3002<\/p>\n<p><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-3740\" src=\"https:\/\/i0.wp.com\/smartandresponsible.com\/blog\/wp-content\/uploads\/2016\/12\/tenessee-529-bonus.jpg?resize=477%2C242\" alt=\"tenessee 529 bonus\" width=\"477\" height=\"242\" srcset=\"https:\/\/i0.wp.com\/smartandresponsible.com\/blog\/wp-content\/uploads\/2016\/12\/tenessee-529-bonus.jpg?w=779&amp;ssl=1 779w, https:\/\/i0.wp.com\/smartandresponsible.com\/blog\/wp-content\/uploads\/2016\/12\/tenessee-529-bonus.jpg?resize=300%2C152&amp;ssl=1 300w, https:\/\/i0.wp.com\/smartandresponsible.com\/blog\/wp-content\/uploads\/2016\/12\/tenessee-529-bonus.jpg?resize=768%2C388&amp;ssl=1 768w\" sizes=\"auto, (max-width: 477px) 100vw, 477px\" \/><\/p>\n<p>\u4eca\u56de\u306e\u30ab\u30ea\u30d5\u30a9\u30eb\u30cb\u30a2529\u30d7\u30e9\u30f3\u306f\u3001\u5e74\u53ce\u5236\u9650\u3082\u306a\u304f\u5c45\u4f4f\u5dde\u306e\u5236\u9650\u3082\u3042\u308a\u307e\u305b\u3093\u3002\u305f\u3060\u65b0\u3057\u304f529\u3092\u59cb\u3081\u308b\u4eba\u5411\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u3059\u3067\u306b529\u30d7\u30e9\u30f3\u3092\u6301\u3063\u3066\u3044\u3066$10,000\u4ee5\u4e0a\u306e\u6b8b\u9ad8\u304c\u3042\u308a\u3001\u305d\u308c\u3092\u30ed\u30fc\u30eb\u30aa\u30fc\u30d0\u30fc\u3059\u308b\u4eba\u306e\u307f\u304c\u5bfe\u8c61\u3068\u306a\u308a\u307e\u3059\u3002<\/p>\n<p>\u3059\u3067\u306b\u3054\u5b58\u3058\u306e\u65b9\u3082\u591a\u3044\u3068\u601d\u3044\u307e\u3059\u304c\u3001529\u30d7\u30e9\u30f3\u306f\u5c45\u4f4f\u5dde\u306b\u304b\u304b\u308f\u3089\u305a\u3069\u306e\u5dde\u306e\u30d7\u30e9\u30f3\u3067\u3082\u5229\u7528\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u5dde\u306b\u3088\u3063\u3066\u306f\u3001\u81ea\u5206\u306e\u5dde\u306e\u30d7\u30e9\u30f3\u3092\u5229\u7528\u3059\u308b\u5834\u5408\u3001\u7a0e\u5236\u4e0a\u306e\u512a\u9047\u304c\u3042\u308b\u5834\u5408\u304c\u3042\u308a\u307e\u3059\u3002\u305d\u306e\u5834\u5408\u306f\u81ea\u5dde\u306e\u30d7\u30e9\u30f3\u3092\u4f7f\u3063\u305f\u307b\u3046\u304c\u3088\u3044\u3053\u3068\u3082\u3042\u308a\u307e\u3059\u3057\u3001\u3042\u308b\u3044\u306f\u305d\u306e\u30d7\u30e9\u30f3\u304c\u624b\u6570\u6599\u304c\u9ad8\u3044\u306a\u3069\u3042\u307e\u308a\u512a\u826f\u3067\u306f\u306a\u3044\u5834\u5408\u306f\u3001\u3042\u3048\u3066\u305d\u306e\u7a0e\u512a\u9047\u3092\u898b\u904e\u3054\u3057\u3066\u3067\u3082\u4ed6\u5dde\u306e\u30d7\u30e9\u30f3\u306b\u3057\u305f\u307b\u3046\u304c\u826f\u3044\u5834\u5408\u3082\u3042\u308a\u307e\u3059\u3002\u8a73\u3057\u304f\u306f\u4e0b\u8a18\u3092\u3054\u89a7\u304f\u3060\u3055\u3044\u3002<\/p>\n<p><a href=\"http:\/\/smartandresponsible.com\/blog\/select529_1\/\" >\u5b66\u8cbb\u3092\u8caf\u3081\u308b-529\u30d7\u30e9\u30f3\u3092\u8ce2\u304f\u9078\u3076(1)<\/a><\/p>\n<p><a href=\"http:\/\/smartandresponsible.com\/blog\/select529_2\/\" >\u5b66\u8cbb\u3092\u8caf\u3081\u308b-529\u30d7\u30e9\u30f3\u3092\u8ce2\u304f\u9078\u3076(2)<\/a><\/p>\n<p>&nbsp;<\/p>\n<h2>California 529 ScholarShare \u306b\u3064\u3044\u3066<\/h2>\n<p>&nbsp;<\/p>\n<p>\u3053\u306e\u30ab\u30ea\u30d5\u30a9\u30eb\u30cb\u30a2529\u30d7\u30e9\u30f3\u306f\u3001\u7ba1\u7406\u4f1a\u793e\u304c\u3057\u3070\u3089\u304f\u524d\u306b\u4f4e\u624b\u6570\u6599\u306eTIAA\u306b\u5909\u308f\u308a\u3001\u305d\u308c\u304b\u3089\u306fMorningstar\u793e\u306e529\u30ec\u30a4\u30c6\u30a3\u30f3\u30b0\u3067\u3082\u512a\u826f\u306a\u8a55\u4fa1\u3092\u5f97\u3066\u3044\u307e\u3059\u3002\u4e0b\u8a18\u304c2016\u5e74\u306eMorningstar\u30e9\u30f3\u30ad\u30f3\u30b0\u3067Silver\u304c\u3064\u3044\u3066\u3044\u307e\u3059\u3002<\/p>\n<p><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-3742\" src=\"https:\/\/i0.wp.com\/smartandresponsible.com\/blog\/wp-content\/uploads\/2016\/12\/morningstar529.jpg?resize=646%2C493\" alt=\"morningstar529\" width=\"646\" height=\"493\" srcset=\"https:\/\/i0.wp.com\/smartandresponsible.com\/blog\/wp-content\/uploads\/2016\/12\/morningstar529.jpg?w=646&amp;ssl=1 646w, https:\/\/i0.wp.com\/smartandresponsible.com\/blog\/wp-content\/uploads\/2016\/12\/morningstar529.jpg?resize=300%2C229&amp;ssl=1 300w\" sizes=\"auto, (max-width: 646px) 100vw, 646px\" \/><\/p>\n<p>\u6295\u8cc7\u3059\u308b\u30d5\u30a1\u30f3\u30c9\u306b\u306f\u3001Age-based Portfolio\u3001Guaranteed Portfolio\u3001Multi-fund Portfolio\u3001Single-fund Portfolio\u306e4\u7a2e\u304c\u3042\u308a\u307e\u3059\u304c\u3001\u30d0\u30e9\u30f3\u30b9\u3088\u304f\u682a\u5f0f\u3068\u50b5\u5238\u3092\u6df7\u305c\u3001\u5927\u5b66\u5165\u5b66\u5e74\u304c\u8fd1\u304f\u306a\u308b\u306b\u3064\u308c\u30ea\u30b9\u30af\u3092\u4e0b\u3052\u3066\u81ea\u52d5\u904b\u7528\u3057\u305f\u3044\u5834\u5408\u306b\u306fAged Based\u3092\u9078\u3076\u306e\u304c\u30d9\u30b9\u30c8\u3060\u3068\u601d\u3044\u307e\u3059\u3002Age-based\u3082Active\u30bf\u30a4\u30d7\u3068Passive\u30bf\u30a4\u30d7\u306b\u5206\u304b\u308c\u307e\u3059\u304c\u3001\u624b\u6570\u6599\u3092\u6700\u4f4e\u5316\u3057\u3066\u9577\u671f\u7684\u306b\u6295\u8cc7\u3057\u305f\u3044\u306e\u306a\u3089Passive\u304c\u30d9\u30b9\u30c8\u3067\u3059\u3002\u4e0b\u8a18\u304cPassive Aged-based\u306e\u5834\u5408\u306e\u624b\u6570\u6599\u3067\u3059\u3002<\/p>\n<p><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-3738\" src=\"https:\/\/i0.wp.com\/smartandresponsible.com\/blog\/wp-content\/uploads\/2016\/12\/california-529-passive-age-based.jpg?resize=522%2C626\" alt=\"california 529 passive age based\" width=\"522\" height=\"626\" srcset=\"https:\/\/i0.wp.com\/smartandresponsible.com\/blog\/wp-content\/uploads\/2016\/12\/california-529-passive-age-based.jpg?w=522&amp;ssl=1 522w, https:\/\/i0.wp.com\/smartandresponsible.com\/blog\/wp-content\/uploads\/2016\/12\/california-529-passive-age-based.jpg?resize=250%2C300&amp;ssl=1 250w\" sizes=\"auto, (max-width: 522px) 100vw, 522px\" 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529\u30d7\u30e9\u30f3\u3067\u3042\u308b ScholarShare College Saving 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