Susan E. Thomas CPA
Newsletter
529 Plans: Advisor-Sold Savings Plans

This table provides advisor-sold 529 plan information for participating states and the District of Columbia.

Note: Investors should consider the investment objectives, risks, charges, and expenses associated with 529 plans before investing. More information about 529 plans is available in each issuer's official statement, which should be read carefully before investing. Also, before investing, consider whether your state offers a 529 plan that provides residents with favorable state tax benefits.

State Name of plan, manager, contact information Residency restrictions Contribution limit State tax benefits
AL CollegeCounts 529 Fund Advisor Plan
Union Bank and Trust Company
collegecounts529advisor.com
(866) 529-2228
Open to all $350,000 Qualified withdrawals from Alabama 529 plans (but not other states' 529 plans) are tax free and contributions to in-state plan are deductible, up to a cap
AK John Hancock Freedom 529
T. Rowe Price Associates
jhinvestments.com
(866) 222-7498
Open to all $400,000 Alaska has no state income tax
AZ Ivy Funds InvestEd Plan
Waddell & Reed
ivyinvestments.com
(800) 777-6472
Open to all $419,000 Qualified withdrawals are tax free and contributions to any state's 529 plan are deductible, up to a cap
AR iShares 529 Plan
Ascensus Broker Dealer Services
ishares529.com
(888) 529-9552
Open to all $366,000 Qualified withdrawals are tax free and contributions to in-state plan are deductible, up to a cap
CO Scholars Choice College Savings Program
Legg Mason
leggmason.com
(888) 572-4652
Open to all $350,000 Qualified withdrawals are tax free, and all contributions to in-state plan are deductible
CT Connecticut Higher Education Trust Advisor
Hartford Life Insurance Company
hartfordfunds.com
(877) 407-2828
Account owner must be Connecticut resident $300,000 Qualified withdrawals are tax free, and contributions to in-state plan are deductible, up to a cap, with a five-year carryover of excess contributions
DC DC 529 College Savings Program
Calvert Investment Management
dccollegesavings.com
(800) 368-2745
Open to all $260,000 Qualified withdrawals are tax free, and contributions to any DC plan are deductible, up to a cap, with a five-year carryover of excess contributions
IL Bright Start College Savings Program
OFI Private Investments
brightstartadvisor.com
(877) 432-7444
Open to all $350,000 Qualified withdrawals are tax free, and contributions to in-state plan are deductible, up to a cap
Bright Directions College Savings Program
Union Bank and Trust Company
brightdirections.com
(866) 722-7283
Open to all $350,000
IN CollegeChoice Advisor 529 Savings Plan
Ascensus College Savings
collegechoiceadvisor529.com
(866) 485-9413
Open to all $298,770 Qualified withdrawals are tax free, and a credit may be claimed for a portion of contributions made to in-state plan
IA IAdvisor 529 Plan
Voya Investment Management Co. LLC
529plans.investments.voya.com/Iowa
(800) 774-5127
Open to all $320,000 Qualified withdrawals are tax free, and contributions to in-state plan are deductible, up to a cap
KS Learning Quest Advisor
American Century Investment Management
learningquest.com
(877) 882-6236
Open to all $365,000 Qualified withdrawals are tax free, and contributions to any state's 529 plan are deductible, up to a cap
Schwab 529 College Savings Plan
American Century Investment Management
schwab.com/529
(866) 903-3863
Open to all $365,000
ME NextGen College Investing Plan - Client Select Series
Merrill Lynch
nextgenforme.com
(877) 463-9843
Open to all $425,000 Qualified withdrawals are tax free, and contributions to any state's 529 plan are deductible, up to a cap, if specific income limits are met
MI MI 529 Advisor Plan
TIAA-CREF Tuition Financing and
Allianz Global Investors
mi529advisor.com
(866) 529-8818
Open to all $500,000 Qualified withdrawals are tax free, and contributions to in-state plan are deductible, up to a cap
MS Mississippi Affordable College Savings (MACS) Program
TIAA-CREF Tuition Financing
ms529.com
(800) 486-3670
Open to all $235,000 Qualified withdrawals are tax free, and contributions to in-state plan are deductible, up to a cap
NE Nebraska Education Savings Trust--
Advisor College Savings Plan
First National Bank of Omaha
nest529advisor.com
(888) 659-6378
Open to all $360,000 Qualified withdrawals are tax free, and contributions to in-state plan are deductible, up to a cap
TD Ameritrade 529 College Savings Plan
First National Bank of Omaha
collegesavings.tdameritrade.com
(877) 408-4644
Open to all $360,000
State Farm College Savings Plan
First National Bank of Omaha
and OFI Private Investments Inc
statefarm.com/finances/
education-savings-plans
(800) 321-7520
Open to all $360,000
NV Putnam 529 for America
Putnam Investments
putnam.com/529
(877) 788-6265
Open to all $370,000 Nevada has no state income tax
NH Fidelity Advisor 529 Plan
Fidelity Investments
institutional.fidelity.com
(877) 208-0098
Open to all $375,000 New Hampshire has no state income tax
NJ Franklin Templeton 529 College Savings Plan
Franklin Templeton Distributors
franklintempleton.com
(866) 362-1597
Open to all $305,000 Qualified withdrawals are tax free
NM Scholar'sEdge
OFI Private Investments
scholarsedge529.com
(866) 529-7283
Open to all $400,000 Qualified withdrawals are tax free, and all contributions to in-state plan are deductible
NY New York's 529 Advisor-Guided College Savings Program
Ascensus Broker Dealer Services
ny529advisor.com
(800) 774-2108
Open to all $375,000 Qualified withdrawals are tax free, and contributions to in-state plan are deductible, up to a cap
OH BlackRock CollegeAdvantage 529 Plan
BlackRock Advisors
blackrock.com
(866) 529-8582
Open to all $426,000 Qualified withdrawals are tax free, and contributions to in-state plan are deductible, up to a cap, with an unlimited carryover of excess contributions
OK Oklahoma Dream 529 Plan
TIAA-CREF Tuition Financing & Allianz Global Investors Distributors
okdream529.com
(877) 529-9299
Open to all $300,000 Qualified withdrawals are tax free, and contributions to in-state plan are deductible, up to a cap, with a five-year carryover of excess contributions
OR MFS 529 Savings Plan
MFS Fund Distributors
mfs.com/529plans
(866) 637-7526
Open to all $310,000 Qualified withdrawals are tax free, and contributions to in-state plan are deductible, up to a cap, with a four-year carryover of excess contributions
RI CollegeBoundfund
AllianceBernstein
abglobal.com
(888) 324-5057
Open to all $395,000 Qualified withdrawals are tax free, and contributions to in-state plan are deductible, up to a cap, with an unlimited carryover of excess contributions
SC Future Scholar 529 College Savings Plan
Columbia Management Investment Distributors
columbiathreadneedleus.com
(888) 244-5674
Open to all $400,000 Qualified withdrawals are tax free, and all contributions to in-state plan are deductible
SD CollegeAccess 529
Allianz Global Investors Distributors
collegeaccess529.com
(866) 529-7462
Open to all $350,000 South Dakota has no state income tax
TX Lonestar 529 Plan
NorthStar Financial Services Group
lonestar529.com
(800) 445-4723
Open to all $370,000 Texas has no state income tax
VA CollegeAmerica
American Funds
americanfunds.com/529
(800) 421-4225
Open to all $350,000 Qualified withdrawals are tax free, and contributions to in-state plan are deductible, up to a cap, with an unlimited carryover of excess contributions
WV The Hartford Smart529
Hartford Life Insurance Company
hartfordfunds.com
(866) 574-3542
Open to all $265,620 Qualified withdrawals are tax free, and all contributions to in-state plan are deductible
WI Tomorrow's Scholar 529 Plan
Voya (Voya Investments Distributor, LLC and Voya Funds Services, LLC)
529plans.investments.
voya.com
(866) 677-6933
Open to all $440,300 Qualified withdrawals are tax free, and contributions to in-state plan are deductible, up to a cap


Prepared by Broadridge Investor Communication Solutions, Inc, Copyright 2011