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General Information

TD Ameritrade 529 College Savings Plan
Nebraska's TD Ameritrade 529 College Savings Plan is offered through discount broker TD Ameritrade. The plan offers two age-based and two static options including ESG funds, and 17 individual fund options.
Our Ratingix
Fee Scoreix
3.5 of 5
Performanceix
N/A
- Program typeSavings
- Inception2010
- State agencyNebraska State Treasurer
- Tax deduction
- Program ManagerUnion Bank and Trust Company
- Program distributorUnion Bank and Trust Company
Ratings & Rankings
Our overall rating for NE residents
This is a recent program and does not yet have a 5-Cap Rating assigned.
Our overall rating for non-residents
This is a recent program and does not yet have a 5-Cap Rating assigned.
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.
0.00of 5
Each plan’s performance score is developed directly from Savingforcollege.com’s Quarterly 529 Performance Rankings. A 529 savings plan must have at least one year of performance history before they will be assigned a 5-cap rating. For those plans that are not part of our quarterly performance rankings, such as plans offering a single set of bank-based investment options, we assign a performance score by evaluating the returns currently available on similar types of investments outside of 529 plans.
Eligibility
State residency requirements:
Who can be a participant/owner in the program?
Significant time or age restrictions imposed by the program:
Alternative 529 Plans
Contributions
Maximum contributions:
Minimum contributions:
Investment Options
Age-based/Enrollment Year investment options:
View more age-based investment optionsStatic investment options:
View more static investment optionsUnderlying investments:
View a full list of this plan’s investment optionsUnderlying fund allocations:
Portfolio Fees & Performance Lookup
Fees & Expenses
Enrollment or application fee:
Account maintenance fee:
Program management fees:
Expenses of the underlying investments:
Total asset-based expense ratio:
Taxes and other Benefits
- Tax deduction for single filers$10,000/yr
- Tax deduction for joint filers$10,000/yr
Example
Married filing jointly residents contributing $100/month can expect an additional $0 a year in tax savings.