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CollegeBound Saver – the Rhode Island 529 College Savings Plan About: CollegeBound Saver is a Section 529 plan offered by the Office of Rhode Island General Treasurer. Ascensus Broker Dealer Services, Inc. serves as the Program Manager. Ascensus Broker Dealer Services, Inc. and its affiliates (Ascensus College Savings) have overall responsibility for the day-to-day operations including investment advisory, recordkeeping and administrative services, and marketing. CollegeBound Saver is designed to help individuals and families save for college in a tax-advantaged way and offers valuable advantages including tax-deferred growth, generous contribution limits, attractive investment options, and professional investment management. Website: https://www.collegeboundsaver.com/ Phone #: 1-877-517-4829 Investment Options: The Age-Based Portfolios option contains 11 age bands corresponding to expected dated of college enrollment. The asset mix … Read more

PA 529 Guaranteed Savings Plan About: The PA 529 Guaranteed Savings Plan lets you save for tomorrow’s college expenses at today’s plan rates – without worrying about the ups and downs of the stock market. If you save enough for a semester at one of the state universities today, you’ll have enough for a semester at that school in the future – no matter when or how much tuition has gone up in the meantime. The Pennsylvania Treasury Department does the investing work for you, placing money in the GSP Fund, a separate fund established for the PA 529 GSP by the Commonwealth of Pennsylvania. Website: http://www.pa529.com/ Phone #: 1-800-440-4000 Investment Options: In the Pennsylvania 529 Guaranteed Savings Plan, Pennsylvania residents acquire … Read more

Oregon 529 – the Oregon College Savings Plan About: A 529 college savings plan helps you save more over time. Any earnings grow free from federal tax, and many states offer a state income tax deduction or tax credit for contributions. Limitations apply. See the Disclosure Booklet for details. As a 529 Plan, the Oregon College Savings Plan also offers certain gift and estate tax planning benefits; consult your tax advisor. And withdrawals are tax-free at both the federal and state level when used for qualified higher education expenses. Website: https://www.oregoncollegesavings.com Phone #: 1-866-772-8464 Investment Options: Their Age-Based Portfolio option contains 9 portfolios of underlying mutual funds. Contributors can also select among 7 multi-fund portfolios (Aggressive, Moderate, Conservative, Diversified U.S. Equity, Diversified International … Read more

Oklahoma 529 College Savings Plan (OCSP) About: The Oklahoma 529 College Savings Plan (OCSP) is a state-sponsored, tax-advantaged 529 college savings plan that’s helping families and individuals plan for the cost of higher education. It’s available to any citizen or taxpayer. And, just about anyone can help contribute including Grandparents, other family members, and friends. Oklahoma College Savings Plan, a TIAA-managed 529 savings program features three age-based options, three equity options, a balanced option, a fixed income option, and a guaranteed option. Website: https://www.ok4saving.org/ Phone #:1-877-654-7284 Investment Options: Three Managed Allocation Options (Conservative, Moderate, and Aggressive) each contain 6 portfolios of underlying mutual funds. Contributors can also select among 4 multi-fund options (Diversified Equity, Global Equity Index, Balanced, and Fixed Income), 1 … Read more

Ohio 529 College Savings Plan – CollegeAdvantage About: The Ohio Tuition Trust Authority sponsors and administers CollegeAdvantage, the Ohio 529 college savings program. CollegeAdvantage 529 is available to families in Ohio and throughout the country as a tax-advantaged way to save for the future college expenses of their loved ones. We offer two mutual-fund based plans: the CollegeAdvantage Direct 529 Savings Plan and the CollegeAdvantage Advisor 529 Saving Plan powered by BlackRock. Website: https://www.collegeadvantage.com/ Phone #: 1-800-233-6734 Investment Options: The investment menu in the Ohio CollegeAdvantage 529 Savings Plan features a set of 3 age-based and 16 static investment options using Vanguard funds, a set of age-based options using Vanguard and DFA funds, 2 DFA static investment options, and 2 types of FDIC-insured deposit … Read more

North Dakota 529 College Savings Plan – College SAVE About: North Dakota’s College SAVE, managed by Ascensus College Savings, offers 9 investment options: three age-based options and six individual portfolios managed by Vanguard.Ascensus College Savings is a leading provider and administrator of 529 plans, focused on helping American families invest for college. As a manager of 529 plan services to state partners, the company administers individual accounts for college savers and provides customized recordkeeping and administration platforms. Website: https://www.collegesave4u.com/ Phone #: 1-866-728-3529 Investment Options: College SAVE lets you choose between two investment paths, each with investments managed by Vanguard, one of the world’s largest investment management firms. They offer three age-based options: ready-made portfolios that reallocate your investment automatically as your child … Read more