Savings and Tax Plans

State-by-State 529 Plan Wizard Map

The following 529 plan ratings are based on a proprietary methodology which takes into account every pertinent feature of 529 plans, including:

  • Expense Ratios
  • Contribution Limits
  • State Tax Deductibility
  • Tax-Free Growth
  • Historical Returns
  • Fund Manager Reputation
  • Investor Education
  • Plan Accessibility
  • Investment Options


Custom 529 Plan Recommendations

Select from the list below to view all 529 plans and 529 plan ratings by state:

 

For general information on 529 plans, visit the 529 Plan Center.

 

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