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U.Plan

The Massachusetts U.Plan Prepaid Tuition Program, not a true 529 plan, issues Massachusetts general obligation bonds (federal and MA state tax-free) which will be accepted at participating Massachusetts institutions in payment of tuition.

Fee Score

5 / 5

Performance

N/A
  • Program type
    Prepaid contract
  • Enrollment period
    Typically May and June each year.
  • Inception
    1995
  • State agency
    Massachusetts Educational Financing Authority (MEFA)
  • Tax deduction
  • Program Manager
    Massachusetts Educational Financing Authority (MEFA)

Investment Options

Investors in U.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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