SSNC Compare 529 college savings plans

Certain education savings withdrawals can be treated as a qualified education expense under the federal tax benefit; however, because each state makes its own rules, it's less clear whether account owners can receive a state tax break for such withdrawals, including K-12 tuition, apprenticeship program expenses, student loan repayments, and Roth IRA rollovers. To find out if you qualify for a state benefit, check the state where you pay state income tax—even if another state sponsors your 529 plan. You should consult your tax advisor for guidance.

Select up to two 529 plans to compare:


Your results
Expand all          Collapse all
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
Fees & expenses
Enrollment
Maintenance
Total asset-based expense ratio
Contributions
Minimum contributions
Maximum funding amount
Investment options
Summary of investment options
Age-based portfolios
Individual portfolios
Other features
Formal agreement with rewards program or outside scholarship program?
Creditor protection
Time or age restrictions
Contact information
Telephone
Web address
© 2025 SS&C Technologies, Inc. All rights reserved.
SS&C logo

 
 
All investing is subject to risk, including the possible loss of the money you invest.

For more information about any 529 savings plan, contact the plan provider to obtain a Program Description, which includes investment objectives, risks, charges, expenses, and other information; read and consider it carefully before investing. If you are not a taxpayer of the state offering the plan, consider before investing whether your or the designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program. Other state benefits may include financial aid, scholarship funds, and protection from creditors.

This tool isn't intended to constitute, nor does it constitute, tax advice. Information provided by the tool related to each plan could be delayed. Be sure to review a plan's Program Description before investing. You should consult your own tax advisor for more information on the tax implications of investing in a 529 plan based on your own particular circumstances.