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Stanley G. Tate Florida Prepaid College Plan

The largest and longest running prepaid tuition program in the country, the Stanley G. Tate Florida Prepaid College Program has helped over one million Florida families save for college and lock in the future cost of attending Florida's public institutions. The value of the plan can be used at any qualified institution nationwide.

Fee Score

4 / 5

Performance

N/A
  • Program type
    Prepaid Plan contract
  • Enrollment period
    Enroll any time. The plan announces new pricing at the start of the annual Open Enrollment period. If you enroll outside of the Open Enrollment period, you will receive the pricing information for your plan when the next Open Enrollment period begins.

    Open Enrollment: February 1, 2021 through April 30, 2021.
  • Inception
    1987
  • State agency
    Florida Prepaid College Board
  • Tax deduction
  • Program Manager
    Florida Prepaid College Board

Investment Options

Investors in Stanley G. Tate Florida Prepaid College Plan can select from the following investment options. Click on a portfolio name for more information.

Age Based Investment Optionsaccordion open icon

Sometimes referred to as the enrollment-based option, this is an investment approach where your asset allocation is programmed to change over time. Accounts for young beneficiaries are invested aggressively and accounts for beneficiaries with college right around the corner are invested much more conservatively. In some 529 plans, the age-based option operates by automatically transferring your investment from one static portfolio to another at certain points in time. Others utilize lifecycle funds or employ lifecycle-type tactics within the portfolio containing your investment so that it is not necessary to transfer your investment between portfolios.

No investment options found within this category.
Static Investment Optionsaccordion close icon
Individual Investment Optionsaccordion close icon
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