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5-Cap Rating
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Savingforcollege.com's 5-Cap Ratings provides an evaluation and comparison of 529 plans, utilizing a formula that examines dozens of factors grouped into the following categories. (Scale 0 to 5; 5 is highest)
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Did you know?
Residents are not limited to investing in their own state's plan. Another state may offer a plan that performs better and has lower fees. If there is no tax break offered for in-state investors ... shop around!
Also, the plan chosen does not affect which state the student enrolls in. An investor can live in NY, invest in a plan from NV and send a student to college in FL.
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Plan News
- Utah 529 lowers fees, adds funds and investment options (06/18/2013)
- Maine NextGen College Investing Direct-sold plan issues request for program manager (05/22/2013)
- New Mexico Scholar's Edge 529 adds investments and rebalancing tool (05/13/2013)
- "Alabama Supreme Court upholds reduced rates for PACT" (04/22/2013)
- Mississippi Affordable College Savings Advisor Program to be terminated (03/27/2013)
State News
- Nebraska Bill Will Allow Increased Deduction for College Savings Contributions (06/03/2013)
- Montana enacts state tax parity for 529 deduction (05/17/2013)
- Oregon removes its one-plan restriction (05/17/2013)
- Wisconsin 529 plans transition to TIAA-CREF and ING (10/12/2012)
- South Carolina Releases Revised 529 Plans (10/01/2012)
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