Thanks for that. Unfortunately, everyone lives here in California, so no tax breaks for us…
I should note that what I saw relative to the California fees was a sliding scale based on the type of fund in which the account was invested. So, on the high end, the fees could get to 1.something% and I wanted to keep it lower than that. I suppose that if I selected an index fund, the fee would be lower. It just seemed that overall, Utah, had low fees all around. It seems that the only company that states any opinion about best and worst funds is Morningstar, and Utah’s been in the top 5 consistently.
I do hope that at some point CA will offer a tax break though.
