529 College Savings Plan Comparison

529 College Savings Plan Comparison (STL)

Please select your State of Residence from the drop down menu to begin.

After selecting your State of Residence, you can compare up to five College Savings Plans at the same time by choosing 'Add A Plan'.

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General

State Sponsor

Program Manager

Investment Manager/Underlying Investments

Residency Required

How To Purchase

State Benefits & Tax Information

Maximum Annual State Deduction

Are qualified distributions from in-state plans state-tax exempt?

Are qualified distributions from out-of-state plans state-tax exempt?

State Tax Treatment Of Rollovers

Tax Recapture Provisions

Beneficiary Age Restrictions

Contributions

Minimum contributions

Maximum funding amount

Summary of Investment Options

Age-based portfolios

Individual portfolios

View Underlying Fund Allocations by Investment Option

Summary of Fees & Expenses*

Enrollment

Maintenance

Program Management

Expenses of Underlying Investments

Total Asset-based Expense Ratio

View Detailed Fee and Performance Information by Investment Option

Other Features

Creditor protection

Formal agreement with rewards program or outside scholarship program?

Time or age restrictions

Contact Information

Telephone

Web address

Links to Investment Performance and Plan Documents

Investment Performance Link

Plan Disclosure Document

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* All information presented is derived from publicly available information and may not be accurate or complete. Please refer to each 529 plan document for more complete information regarding the investment objectives, risks, charges and expenses associated with each 529 plan. Plan disclosure documents contain this and other information that you should read carefully before investing. Plan disclosure documents are available on each state plan's website.

The above calculator is powered and maintained by SS&C and the content is solely maintained by SS&C and its suppliers and affiliates.

NOTE: The information provided is gathered from publicly available information and may not be accurate or complete. You should read the plan disclosure documents carefully before making any decisions. The information provided is not intended to be used as investment advice.

Investments in 529 college savings plans are neither FDIC insured nor guaranteed and may lose value. Some states offer favorable tax treatment to their residents only if they invest in the state's own plan. You should consult your tax advisor. Before investing in a plan, investors should carefully consider the investment objectives, risks, charges and expenses associated with municipal fund securities. Plan disclosure documents contain this and other information about a plan and may be obtained from each state plan. Investors should read these documents carefully before investing.

This material is provided for general and educational purposes only, and is not intended to provide legal, tax or investment advice, or for use to avoid penalties that may be imposed under U.S. federal tax laws. Contact your attorney or other advisor regarding your specific legal, investment or tax situation. As tax laws and information frequently change, we do not guarantee or warrant the completeness or accuracy of this information. For current or additional information about state tax provisions and for consideration of your individual circumstances, consult your tax advisor. You can also obtain additional information by contacting your state's official taxing authority.

Guidance provided by SS&C through the 529 College Planning Center is educational in nature, is not individualized, and is not intended to serve as the primary basis for your investment or tax-planning decisions.

You may want to consider, before investing, whether your state or the beneficiary's home state offers its residents a plan with alternate state tax advantages or other state benefits such as financial aid, scholarship funds and protection from creditors. Units of the portfolios are municipal securities and may be subject to market volatility and fluctuation. Please carefully consider the plan's investment objectives, risks, charges, and expenses before investing.

The information provided in these materials, developed by an independent third party, is for informational purposes only and has been obtained from sources considered to be reliable. Your introducing broker dealer does not guarantee that the foregoing material is accurate or complete.

Your introducing broker dealer and their financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.