North Carolina NC 529 College Savings Plan Help Parents Save

North Carolina NC 529 College Savings Plan About: The NC 529 Plan gives you a tax-advantaged, straightforward way to start putting money aside for your child’s college future right now. With easy online or paper enrollment, you can start saving with as little as $25. Make future contributions regularly or periodically—your choice. Other family and friends can contribute too. With the NC 529 Plan every dollar goes into low-cost, top-quality investments. There are many options to fit any investment strategy. Whether you want a conservative bond fund, a high- risk/high-reward growth fund or an age-based fund that adjusts as your child gets closer to college, you’ll get the added benefit of tax-free savings. So, whether you’re saving for a toddler or … Read more

Nevada 529 College Savings Plans

USAA College Savings Plan – Nevada 529 College Savings Plan About: USAA College Savings Plan is the municipal fund securities issued by the Nevada College Savings Trust Fund. The value of an investment in the Plan will vary with market conditions. The Plan is administered by the Board of Trustees of the College Savings Plans of Nevada (Board), which is chaired by the Nevada State Treasurer. USAA Investment Management Company provides investment management services to the portfolios, together with its affiliate, USAA Financial Advisors, Inc., and markets and provides related services with respect to the Plan. Ascensus Broker Dealer Services, Inc. serves as the Program Manager. Interests in the Plan are not guaranteed by the Trust, the Plan, the State of … Read more

Nebraska 529 College Savings Plans

NEST Direct Plan – Nebraska 529 College Savings Plan About: The NEST Direct Plan puts you in control of your college savings. You can be as hands-on or as hands-off as you’d like when it comes to managing your investments. We give you options to fit your risk tolerance, time frame and savings goals. Plus, if your strategy ever changes, you have the flexibility to change your investment option twice per calendar year. Website: https://www.nest529direct.com/ Phone #: 888-993-3746 Investment Options: NEST offers the Age-Based Portfolios option offers a choice among 4 different risk levels (Aggressive, Growth, Index, and Conservative). They also have 3 multi-fund portfolios–Growth, Balanced/Index, and Conservative–and 16 individual-fund portfolios including a savings account option. NEST investments are managed by State Street, … Read more

Achieve Montana the Montana 529 College Savings Plan

Achieve Montana – Montana 529 College Savings Plan About: Achieve Montana is a Montana 529 plan administered by the Montana Board of Regents of Higher Education (the trustee of the Montana Family Education Savings Trust). Achieve Montana offers special advantages including: tax-deferred growth, generous contribution limits, and professional investment management. Website: https://achievemontana.com Phone #: 1-800-888-2723 Investment Options: An age-based option, comprised of five portfolios, moves investments automatically from one portfolio to progressively more conservative investments as the beneficiary approaches college age.Investors can select among six portfolios, Aggressive, Growth, Moderate, Conservative, Income and an FDIC-insured savings option. Investments are managed by Vanguard and DFA funds. Tax Benefits: Contributions to Montana AND non-Montana 529 plans of up to $3,000 per year by an individual, and up … Read more

Mississippi 529 College Savings Plan – Mississippi Affordable College Savings

Mississippi 529 College Savings Plan – Mississippi Affordable College Savings About: The Mississippi Affordable College Savings (MACS) Program is similar to other TIAA-managed 529 savings programs, and features an age-based option, five risk-based options, and a guaranteed option. The Mississippi Affordable College Savings (MACS) Program offers you a choice of seven Investment Options. These options vary in their investment strategy and degree of risk, allowing you to select an option or combination of options that may fit your needs. Website: https://www.mnsaves.org/ Phone #: 1-877-338-4646 Investment Options: The Managed Allocation Option contains nine portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the beneficiary’s age and later reassigned to more conservative portfolios as the beneficiary approaches college age. There’s also a … Read more

Minnesota College Savings Plan – Minnesota’s 529 College Savings Plan

Minnesota College Savings Plan – Minnesota’s 529 College Savings Plan About: The Minnesota College Savings Plan 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. Minnesota College Savings Plan is a TIAA-managed 529 savings program features an age-based option and ten fixed options including a guaranteed option. Website: https://www.mnsaves.org/ Phone #: 1-877-338-4646 Investment Options: The Managed Allocation Option of the Minnesota College Savings Plan contains 9 portfolios of underlying mutual funds. Investors can also select among 10 options: 7 static blend portfolios, two single fund portfolios, and the Principal Plus Interest Option. … Read more