Montana 529 College Savings Plans

Achieve Montana is a direct-sold plan managed by Ascensus College Savings, and offers age-based and static investment options using Vanguard and DFA funds plus an FDIC-insured savings option. The Montana Family Education Savings Program (Bank Plan) was closed to new investors in July 2015.

More information on the Montana 529 plans is provided in the following links.

Montana 529 Tax Benefit

Consumer Plans

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Our Rating

3 of 5

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1 of 5

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ABLE plans

The Montana ABLE Program is offered through the National ABLE Alliance. The program is created under the Montana Achieving a Better Life Experience Act to authorize the establishment of savings accounts empowering individuals with a disability and their families to save private funds to support the individual with a disability and to provide guidelines for the maintenance of such accounts.

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