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Iowa 529 College Savings Plan – College Savings Iowa About: College Savings Iowa is a 529 plan, a tax-advantaged program intended to help an individual or a family pay the costs of higher education. Although sponsored and administered by the Treasurer of the State of Iowa, 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.collegesavingsiowa.com/ Phone #: 1-866-433-2533 Investment Options: The Age-Based option is offered in 4 different risk levels (Tracks A, B, C, and D) each containing 4 or 5 portfolios of underlying mutual funds. You can select among 6 multi-fund portfolios (Aggressive Growth, Growth, Moderate Growth, Conservative Growth, Income, and Conservative Income) and 4 individual-fund portfolios (Vanguard … Read more

Indiana 529 College Savings Plan – CollegeChoice 529 About: CollegeChoice 529 is a Section 529 plan offered by the Indiana Education Savings Authority (Authority). 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. CollegeChoice 529 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.collegechoicedirect.com/ Phone #: 1-866-485-9415 Investment Options:  Upromise Investments, Inc., which was acquired by Ascensus College Savings in 2013, took over the management of the Indiana CollegeChoice 529 … Read more

Illinois 529 College Savings Plan About: The Illinois 529 College Savings Plan is a 529 plan is a tax-advantaged plan that is used specifically to save for college expenses. There are two types of 529 plans — 529 College Savings Plan and 529 Prepaid Tuition Plan. Websites: https://www.brightstartsavings.com/ https://www.brightdirections.com Phone #: 1-877-432-7444 Investment Options: Oppenheimer Funds Inc. became program manager in July 2007. The Illinois Bright Start College Savings Program — Direct-sold Plan features a choice of blended portfolios, which combine actively-managed and passively-managed underlying investments, and index portfolios. The blended portfolios are managed by OppenheimerFunds affiliates, Vanguard, and American Century. The index portfolios utilize Vanguard index funds and a money market fund managed by Oppenheimer Funds. Tax Benefits: Contributions to an Illinois 529 plan … Read more

Idaho 529 College Savings Plan – IDeal About: IDeal is a 529 college savings plan designed to help individuals and families save for college in a tax-advantaged way. It offers advantages including: tax-deferred growth, generous contribution limits, attractive investment options and professional investment management. IDeal is offered by the Idaho College Savings Program Board, with program management by Ascensus Broker Dealer Services, Inc. and investment management by The Vanguard Group, Inc. The Savings Portfolio, is managed by Sallie Mae Bank. Website: https://www.idsaves.org/ Phone #: 1-866-433-2533 Investment Options: The Idaho College Savings Program (IDeal) is managed by Ascensus College Savings and offers 10 investment options: three age-based options, six fixed portfolios using Vanguard mutual funds, and a Savings Portfolio invested in the Sallie Mae … Read more

About: Hawaii’s College Savings Program switched program managers in November 2007 from Delaware Investments to Upromise Investments, Inc., which was acquired by Ascensus College Savings in 2013. The program uses Vanguard Funds in its age-based option, four multi-fund fixed options, and two individual-fund options. Website: https://www.hi529.com/ Phone #: 1-866-529-3343 Investment Options: The Age-Based Option contains 4 portfolios of underlying investment strategies. 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. Investors can also select among 4 multi-fund portfolios (Growth, Moderate Growth, Conservative Growth, and Income) and 2 individual-fund portfolios (Total Stock Market Index and Money Market). Hawaii’s College Savings Program is managed by Vanguard mutual funds. Tax Benefits: Earnings … Read more