4 / 5
Our rating
NV resident benefits
The Future Path 529 plan offers a variety of investment options that use JPMorgan ETFs as the main investment vehicle. The Plan is managed by Ascensus College Savings with JPMIM as the investment manager. The program features college-date, risk-based and static portfolio options utilizing JPMorgan ETFs. To find a financial advisor in your area, use the Directory of Financial Professionals.
Scores for each ratings category
3.11 / 5
Performance
4.36 / 5
Ease of Use
4.06 / 5
Savings Success
3.73 / 5
Program Delivery
Program type
Inception
State agency
Tax deduction
For single filers: None
For joint filers: None
Program manager
Program distributor
Manager contract term
State residency requirements:
Who can be a participant/owner in the program?
Significant time or age restrictions imposed by the program:
Maximum contributions:
Minimum contributions:
Does the program offer an e-gifting platform for receiving gift contributions?
Investors in Future Path 529 Plan can select from the following investment options. Click on a portfolio name for more information.
Portfolio | E.R. | % Equity | 1yr performance |
---|---|---|---|
Future Path 529 College 2027 Portfolio | 0.66% | 35% | 5.31% |
Future Path 529 College 2030 Portfolio | 0.66% | 55% | 5.32% |
Future Path 529 College 2033 Portfolio | 0.65% | 70% | 5.54% |
Future Path 529 College 2036 Portfolio | 0.66% | 85% | 5.66% |
Future Path 529 College 2039 Portfolio | 0.66% | 95% | 5.54% |
Future Path 529 College 2042 Portfolio | 0.66% | 95% | 5.54% |
Future Path 529 College Enrollment Portfolio | 0.65% | 20% | 5.07% |
Age-based/Enrollment Year investment options:
Static investment options:
Underlying investments:
Underlying fund allocations:
Portfolio Fees & Performance Lookup
Enrollment or application fee:
Account maintenance fee:
Program management fees:
Expenses of the underlying investments:
Total asset-based expense ratio:
Broker loads and commissions:
Tax deduction for single filers:
Tax deduction for joint filers:
Note:
Program match on contributions:
State tax deduction or credit for contributions:
State definition of qualified expenses
State tax treatment of qualified distributions:
Does the sponsoring state exclude the value of an account for state financial aid purposes?
Does participation in the program provide beneficiaries with any advantages in qualifying for resident tuition status at state institutions?
Is there a rewards program or outside scholarship program that works with this program?
Statutory protection of an account from creditors:
To whom are distributions made payable:
Policy regarding participant/owner changes:
Does participant have online password-protected access to account?
Can the complete enrollment process including funding be done online?
Documents and other services accessible or downloadable on the program's public Web site:
Website:
Telephone:
Connect with a financial advisor in your local area
A good place to start:
The latest articles and tips to help parents stay on track with saving and paying for college, delivered to your inbox every week.
Saving For College is an unbiased, independent resource for parents and financial professionals, providing them with information and tools to understand the benefits of 529 college savings plans and how to meet the challenge of increasing college costs.