This table provides advisor-sold 529 plan information for
participating states and the District of Columbia.
| State |
Name of plan, manager,
contact information |
Residency
restrictions |
Contribution
limit |
State tax
benefits |
| AL |
Higher Education 529 Fund
Van Kampen Funds, Inc.
vankampen.com
(866) 529-2228 |
Open to all |
$300,000 |
Withdrawals from Alabama 529 plans (but not other states' 529 plans) used for qualified education expenses are exempt from AL income tax |
| AK |
John Hancock Freedom 529
T. Rowe Price Associates, Inc.
johnhancockfreedom529.com
(866) 222-7498
|
Open to all |
$250,000 |
Alaska has no state income
tax |
| AZ |
Waddell & Reed InvestEd Plan
Waddell & Reed
waddell.com
(888) 923-3355
|
Open to all |
$289,000 |
Withdrawals used for qualified
education expenses are exempt from AZ income tax |
Arizona Family College Savings
Program
Securities Management and Research Inc.
smrinvest.com/college
(888) 667-3239 |
Open to all |
$289,000 |
Pacific Funds 529 College Savings
Plan
Pacific Life
pacificlife.com
(800) 722-2333 |
Open to all |
$289,000 |
| CO |
Scholars Choice
College Savings Program
Citigroup Asset Management
scholars-choice.com
(888) 572-4652 |
Open to all |
$280,000 |
Withdrawals used for qualified education expenses are exempt from CO income tax, and all
contributions are deductible |
| DC |
DC 529 College Savings Program
Calvert Asset Management Company, Inc.
dccollegesavings.com
(800) 368-2745 |
Open to all |
$260,000 |
Withdrawals used for
qualified education expenses are exempt from DC income
tax, and contributions are deductible, up to a cap, with a five-year carryover of excess contributions |
| HI |
TuitionEDGE
Delaware Investments
tuitionedge.com
(866) 529-3343 |
Open to all |
$305,000 |
Withdrawals used for
qualified education expenses are exempt from HI income
tax |
| IL |
Bright Directions College Savings Program
Union Bank & Trust Company
brightdirections.com
(866) 722-7283 |
Open to all |
$235,000 |
Withdrawals from Illinois 529 plans (but not other states' 529 plans) used for qualified education expenses are exempt from IL income tax, and contributions are deductible, up to a cap |
| IN |
CollegeChoice 529 Investment Plan
JPMorgan Funds Management, Inc.
collegechoiceplan.com
(866) 400-7526
|
Open to all |
$298,770 |
Withdrawals used for
qualified education expenses are exempt from IN income
tax, and a credit may be claimed for a portion of annual contributions |
| KS |
Kansas Learning Quest 529 Education Savings
Program
American Century Investments
learningquestsavings.com
(877) 882-6236 |
Open to all |
$235,000 |
Withdrawals used for
qualified education expenses are exempt from KS income
tax, and contributions are deductible, up to a cap |
Schwab 529 College Savings Plan
American Century Investments
schwab.com/529
(888) 903-3863 |
Open to all |
$235,000 |
| ME |
NextGen College Investing Plan -
Client Select Series
Merrill Lynch
nextgenplan.com
(877) 463-9843 |
Open to all |
$305,000 |
Withdrawals used for
qualified education expenses are exempt from ME income
tax, and contributions are deductible, up to a cap, if specific income limits are met |
| MS |
MACS 529 Advisor Program
TIAA-CREF
529advisorprograms.com
(877) 238-7529
|
Open to all |
$235,000 |
Withdrawals
used for qualified education expenses are exempt from MS
income tax, and contributions are deductible, up to a
cap |
| MO |
MOST--Missouri's 529 Advisor
Plan
Upromise Investments, Inc.
529advisorprograms.com
(800) 617-5097 |
Open to all |
$235,000 |
Withdrawals used for
qualified education expenses are exempt from MO income
tax, and contributions are deductible, up to a cap |
| MT |
Pacific Funds 529 College Savings
Plan
Pacific Life
pacificlife.com
(800) 722-2333 |
Open to all |
$304,000 |
Withdrawals used for
qualified education expenses are exempt from MT income
tax, and contributions are deductible, up to a cap |
| NE |
College Savings Plan of Nebraska
Union Bank & Trust Company
planforcollegenow.com
(888) 993-3746 |
Open to all |
$300,000 |
Withdrawals
used for qualified education expenses are exempt from NE
income tax, and contributions are deductible, up to a
cap |
AIM College Savings Plan
Union Bank & Trust Company
aiminvesments.com
(877) 246-7526
|
Open to all |
$300,000 |
TD Ameritrade 529 College Savings
Plan
Union Bank & Trust Company
collegesavings.tdameritrade.com
(877) 408-4644
|
Open to all |
$300,000 |
State Farm College Savings Plan
Union Bank & Trust Company
statefarm.com/mutual/acct_types/529.asp
(800) 321-7520
|
Open to all |
$300,000 |
| NV |
Columbia 529 Plan
Upromise Investments, Inc.
columbia529.com
(877) 994-2529
|
Open to all |
$310,000 |
Nevada has
no state income tax |
| NH |
Fidelity Advisor 529 Plan
Fidelity Investments
advisor.fidelity.com/529
(800) 522-7297
|
Open to all |
$270,000 |
New Hampshire has no state
income tax; withdrawals used for qualified education
expenses are exempt from NH interest and dividends
tax |
| NJ |
Franklin Templeton 529 College
Savings Plan
Franklin Templeton Distributors, Inc.
franklintempleton.com
(800) 223-2141
|
Open to all |
$305,000 |
Withdrawals used for
qualified education expenses are exempt from NJ income
tax |
| NM |
Scholar'sEdge
OppenheimerFunds, Inc.
scholarsedge529.com
(866) 529-7283 |
Open to all |
$294,000 |
Withdrawals
used for qualified education expenses are exempt from state
NM tax, and all contributions are deductible |
CollegeSense 529 Higher Education
Savings Plan
Evergreen Investment Services, Inc.
collegesense.com
(866) 529-7367
|
Open to all |
$294,000 |
| NY |
New York's 529 College Savings Program -- Advisor Plan
Upromise Investments, Inc. and Columbia Management Group
ny529advisor.com
(800) 774-2108 |
Open to all |
$235,000 |
Withdrawals used for qualified education
expenses are exempt from NY income tax, and contributions are deductible, up to a cap |
| ND |
College SAVE
The Vanguard Group
collegesave4u.com
(866) 728-3529 |
Open to all |
$269,000 |
Withdrawals used for
qualified education expenses are exempt from ND income
tax |
| OH |
Putnam CollegeAdvantage
Putnam Investments
putnam.com
(800) 225-1581 |
Open to all |
$291,000 |
Withdrawals used for qualified
education expenses are exempt
from OH income tax, and contributions are deductible, up
to a cap, with an unlimited carryover of excess contributions |
| OR |
OppenheimerFunds
529 Plan
OppenheimerFunds, Inc.
oregoncollegesavings.com
(866) 772-8464 |
Open to all |
$250,000 |
Withdrawals
used for qualified education expenses are exempt from OR
income tax, and contributions are deductible, up to a
cap, with a four-year carryover of excess contributions |
MFS 529 Savings Plan
MFS Investment Management
mfs.com
(866) 637-7526
|
Open to all |
$250,000 |
| PA |
TAP 529 Investment Plan
Delaware Investments
tap529.com
(800) 440-4000 |
Open to all |
$315,000 |
Withdrawals used for qualified education expenses are exempt from PA income tax, and contributions are deductible, up to a cap |
| RI |
CollegeBoundfund
AllianceBernstein LP
collegeboundfund.com
(888) 324-5057 |
Open to all |
$330,690 |
Withdrawals
used for qualified education expenses are exempt from RI
income tax, and contributions are deductible, up to a cap,
with an unlimited carryover of excess
contributions |
| SC |
Future Scholar 529 College Savings
Plan
Columbia Management Distributors, Inc.
futurescholar.com
(888) 244-5674 |
Open to all |
$277,000 |
Withdrawals used for
qualified education expenses are exempt from SC income
tax, and all contributions are deductible |
| SD |
CollegeAccess 529
Allianz Global Investors Distributors LLC
collegeaccess529.com
(866) 529-7462 |
Open to all |
$325,000 |
South Dakota has no state
income tax |
| TX |
Tomorrow's College Investment Plan
Enterprise Capital Management, Inc.
enterprise529.com
(800) 445-4723 |
Open to all |
$257,460 |
Texas has no state income
tax |
| VA |
CollegeAmerica
Virginia College Savings Plan and American Funds
americanfunds.com
(800) 421-4120
|
Open to all |
$250,000 |
Withdrawals used for
qualified education expenses are exempt from VA income tax, and
contributions are deductible, up to a cap, with
an unlimited carryover of excess contributions |
| WV |
Director SMART529 College Savings Plan
Hartford Life Insurance Company
smart529.com
(866) 574-3542 |
Open to all |
$265,620 |
Withdrawals
used for qualified education expenses are exempt from WV
income tax, and all contributions are deductible |
Leaders SMART529
Hartford Life Insurance Company
smart529.com
(866) 574-3542
|
Open to all |
$265,620 |
Cornerstone SMART529
Hartford Life Insurance Company
smart529.com
(866) 574-3542
|
Open to all |
$265,620 |
| WI |
EDVEST
Wells Fargo Funds Management, LLC
edvest.com
(888) 338-3789 |
Open to all |
$246,000 |
Withdrawals
used for qualified education expenses are exempt from WI
income tax, and contributions are deductible, up to a cap |
tomorrow's scholar
Wells Fargo Funds Management, LLC
tomorrowsscholar.com
(866) 677-6933
|
Open to all |
$246,000 |
Susan E. Thomas CPA