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Texas (TX) 529 College Savings Plans
Both the Texas direct-sold 529 plan (Texas College Savings Plan) and the advisor-sold plan (Lonestar 529 Plan) are managed by NorthStar Financial Services Group, LLC and offer investments from a diverse selection of firms. Texas also has two 529 prepaid tuition plans for Texas residents—a contract-type program that closed to new enrollment in 2003 (Texas Guaranteed Tuition Plan) and a replacement unit-type plan managed by NorthStar Financial Services Group, LLC that opened in fall 2008 (Texas Tuition Promise Fund).
Read about the features of each Texas 529 plan by clicking on the following links.
The Texas College Savings plan, managed by NorthStar Financial Services Group, LLC offers two age-based investment options and seven static options using underlying investments managed by Artisan, DFA, Dodge & Cox, Dreyfus, Invesco, T. Rowe Price, ...
With the Texas Guaranteed Tuition Fund closed to new enrollment, this unit-based prepaid plan steps in to provide Texas families with an opportunity to prepay future tuition and mandatory fees at Texas public institutions. By shifting the tuition...
The Texas Guaranteed Tuition Plan, a prepaid tuition plan has stopped accepting new enrollments. However, Texas residents have alternatives including the Texas Tuition Promise Fund, a unit-based prepaid plan that enables families to prepay future...
Advisor Sold Plans
The program management of Texas' Lonestar 529 Plan was assumed by NorthStar Financial Services Group, LLC in September 2014. The plan offers an age-based option, two multi-fund portfolios, and 10 individual fund portfolios....