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Vermont 529 College Savings Plan – Vermont Higher Education Investment Plan

The Benefits Of 529 College Savings Plans

Vermont 529 College Savings Plan About: The Vermont Higher Education Investment Plan is Vermont’s official 529 college savings plan. Since VHEIP began in 1999, it has helped thousands of Vermont students (and parents/relatives) of all ages and incomes go to college or continue in other post-high school programs. VHEIP is the only 529 college savings plan that offers Vermont taxpayers a VT state income tax credit on annual contributions.The Vermont Student Assistance Corporation sponsors VHEIP for the state of Vermont, and has done so since the Plan was created. Website: https://vheip.org/ Phone #: 1-800-637-5860 Investment Options: The Managed Allocation Option contains 6 portfolios of underlying mutual funds for the Vermont Higher Education Investment Plan. Contributors can also choose from among 5 … Read more

Utah 529 College Savings Plan – Utah Educational Savings Plan (UESP)

Is Going to College Worth It Anymore?

Utah 529 College Savings Plan About: 529 plans are tax-advantaged savings vehicles designed to encourage individuals to begin to save for the future costs of higher education. The Utah Educational Savings Plan (UESP), a nonprofit trust fund, is the official and only 529 plan established and sponsored by the State of Utah. You do not have to be a Utah resident to participate in UESP. UESP is a direct-sold 529 plan, which means you can set up an account and make contributions by dealing directly with UESP. Website: http://www.uesp.org/ Phone #: 1-800-418-2551 Investment Options: Four age-based investment options, with different underlying investments and risk levels, are offered.  A fifth, the Customized Age-Based investment option allows for a customized account asset allocation from … Read more

Texas 529 College Savings Plans

Texas 529 College Savings Plan About: The Texas College Savings plan, managed by NorthStar Financial Services Group, LLC offers two age-based investment options and seven static options using underlying investments managed by Artisan, DFA, Dodge & Cox, Dreyfus, Invesco, T. Rowe Price, TIAA-CREF, and Vanguard. Website: http://www.texascollegesavings.com/ Phone #: 1-800-445-4723 Investment Options: Contributors can select either the Blended Age-based Portfolios, which offers underlying investments that are both actively and passively managed, or the Index Age-Based Portfolios, which offers passively managed investments. Each option consists of 6 portfolios of underlying investments. There is also a 4 multi-fund portfolios (two of which use only index funds), 2 individual-fund bond portfolios, and the U.S. Government Money Market Portfolio. The Mutual funds and investment strategies are … Read more

Tennessee 529 College Savings Plan – TNStars College Savings 529

Tennessee 529 College Savings Plan About: The TNStars College Savings 529 Program is the Tennessee 529 college savings program, a program that is designed to make college savings easy. The program offers parents and other relatives a low-cost way to save for children’s college expenses with attractive investment options and special tax advantages. The Tennessee 529 college savings program is administered by the Tennessee Treasury Department. It features an age-based option, individual investment options with underlying funds from a range of fund companies including Vanguard, DFA, and Primecap, and an interest bearing account option with First Tennessee Bank. Website: http://tnstars.com/ Phone #: 855-386-7827 Investment Options: An age-based option offers five age bands. Contributions are placed into the portfolio corresponding to the beneficiary’s … Read more

South Dakota 529 College Savings Plans

South Dakota 529 College Savings Plan About: The CollegeAccess 529 Plan is a part of a college savings and investment Program designed to enable investors to save and invest for qualified higher educational expenses of a child or other beneficiary on a tax-favored basis. Although sponsored under the laws of the State of South Dakota, the plan is available to all U.S. citizens and resident aliens with a valid Social Security or other taxpayer identification number. Website: https://www.collegeaccess529.com/ Phone #: 1-866-529-7462 Investment Options: The Age-Based Option consists of 5 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the age of the beneficiary or the anticipated years to matriculation and later reassigned to more conservative portfolios as the … Read more

South Carolina 529 College Savings Plan – Future Scholar 529

South Carolina 529 College Savings Plan About: South Carolina’s Future Scholar 529 College Savings Plan (Direct-sold), available on a direct basis only to those who meet certain South Carolina residency requirements, features a menu of age-based and static portfolio options utilizing Columbia and Vanguard funds. Website: https://www.futurescholar.com/ Phone #: 1-888-244-5674 Investment Options: The Age-Based Portfolios option is offered in 3 different risk levels (Aggressive, Moderate, and Conservative) each containing 6 portfolios of underlying mutual funds. Contributors can also select among 7 Target Allocation portfolios (Aggressive Growth, Growth, Moderate Growth, Moderate, Moderately Conservative, Conservative and College),7 individual-fund index portfolios, a short-term bond fund, a money market fund, and a bank deposit account. Investments re managed by Columbia mutual funds, Vanguard funds, iShares Barclays … Read more