Whitehouse & Company CPA's
Newsletter
529 Plans: Advisor-Sold State Savings Plans

Current as of October 26, 2006

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


Prepared by Broadridge Investor Communication Solutions, Inc, Copyright 2011