General InformationDownload PDF Report
Nevada Prepaid Tuition Program
Nevada Prepaid Tuition Program prepaid tuition program offers a variety of tuition packages to Nevada families and University of Nevada alumni.
- Program typePrepaid contract
- Enrollment periodNovember 1, 2017 through March 31, 2018. Newborns may be enrolled through June 30, 2018.
- Inception1998
- State agencyBoard of Trustees of the College Savings Plans of Nevada and the State Treasurer's Office
- Tax deductionTax deduction for single filers NoneTax deduction for joint filers None
Ratings & Rankings
Our overall rating for NV residents
This is an excellent program with many benefits for the participant and positive investment attributes. If it has any significant weaknesses then it also has some particularly good things to recommend it.
Our overall rating for non-residents
This program is not open to you either because it has residency requirements or because it has stopped accepting new enrollments.
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.
Financial Benefits
3.50
Features
5.00
Safety
4.00
Reliability
4.00
Eligibility
State residency requirements:
The account owner or beneficiary must be a Nevada resident or account owner must be an alumnus of a Nevada college or university.Who can be a participant/owner in the program?
Individuals at least 18 years old, UGMA/UTMA custodians, and legal entities.Significant time or age restrictions imposed by the program:
The beneficiary must be in the 9th grade or below and 18 years old or younger at the time the contract is purchased. The beneficiary has up to ten years from high school graduation or until age 30 to begin using benefits, with extensions granted for military service.Alternative 529 Plans
The Maine NextGen 529 -- Client Direct Series is available through Merrill Edge. The plan utilizes BlackRock (including iShares) funds in its age-based and static options. In addition, the Principal Plus Portfolio and the NextGen Savings Portfolio are available.
Why we like this plan
- Strong long-term performance
- Low fees
- Matching Grants for qualifying accounts
Also known as an expense ratio, this is the annual fee that funds charge to their shareholders. This fee is based upon the plan’s moderate risk age-based portfolio.
In Savingforcollege.com's latest quarterly rankings, this plan ranked in the top 10 for 1-year, 3-year, 5-year and/or 10-year performance.
The historical performance over the last year of the plan’s moderate risk age-based portfolio.
The historical performance over the last three years of the plan’s moderate risk age-based portfolio.
The historical performance over the last five years of the plan’s moderate risk age-based portfolio.
The historical performance over the last ten years of the plan’s moderate risk age-based portfolio.
T. Rowe Price College Savings Plan, the nationally-branded version of Alaska's direct-sold 529 savings program mirrors the University of Alaska College Savings Plan but lacks the ACT Portfolio found in the UA program. The enrollment-based and static portfolios available in this program utilize T. Rowe Price mutual funds.
Why we like this plan
- Strong long-term performance
- Protection from creditors
Also known as an expense ratio, this is the annual fee that funds charge to their shareholders. This fee is based upon the plan’s moderate risk age-based portfolio.
In Savingforcollege.com's latest quarterly rankings, this plan ranked in the top 10 for 1-year, 3-year, 5-year and/or 10-year performance.
The historical performance over the last year of the plan’s moderate risk age-based portfolio.
The historical performance over the last three years of the plan’s moderate risk age-based portfolio.
The historical performance over the last five years of the plan’s moderate risk age-based portfolio.
The historical performance over the last ten years of the plan’s moderate risk age-based portfolio.
New York's direct-sold 529 college savings plan is available to residents of any state. It offers low fees and diverse investment options featuring Vanguard mutual funds. New York residents may enjoy a state tax deduction for contributions to the plan.
Why we like this plan
- Strong long-term performance
- Low fees
- Large tax deduction on contributions for residents
Also known as an expense ratio, this is the annual fee that funds charge to their shareholders. This fee is based upon the plan’s moderate risk age-based portfolio.
In Savingforcollege.com's latest quarterly rankings, this plan ranked in the top 10 for 1-year, 3-year, 5-year and/or 10-year performance.
The historical performance over the last year of the plan’s moderate risk age-based portfolio.
The historical performance over the last three years of the plan’s moderate risk age-based portfolio.
The historical performance over the last five years of the plan’s moderate risk age-based portfolio.
The historical performance over the last ten years of the plan’s moderate risk age-based portfolio.
Alternative 529 Plans
NextGen 529 -- Client Direct Series
Our Rating
Fee Rank
Performance
Rank
T. Rowe Price College Savings Plan
Our Rating
Fee Rank
Performance
Rank
New York's 529 College Savings Program -- Direct Plan
Our Rating
Fee Rank
Performance
Rank
Contributions
Minimum contributions:
UNLOCK PROAlternative 529 Plans
The Maine NextGen 529 -- Client Direct Series is available through Merrill Edge. The plan utilizes BlackRock (including iShares) funds in its age-based and static options. In addition, the Principal Plus Portfolio and the NextGen Savings Portfolio are available.
Why we like this plan
- Strong long-term performance
- Low fees
- Matching Grants for qualifying accounts
Also known as an expense ratio, this is the annual fee that funds charge to their shareholders. This fee is based upon the plan’s moderate risk age-based portfolio.
In Savingforcollege.com's latest quarterly rankings, this plan ranked in the top 10 for 1-year, 3-year, 5-year and/or 10-year performance.
The historical performance over the last year of the plan’s moderate risk age-based portfolio.
The historical performance over the last three years of the plan’s moderate risk age-based portfolio.
The historical performance over the last five years of the plan’s moderate risk age-based portfolio.
The historical performance over the last ten years of the plan’s moderate risk age-based portfolio.
T. Rowe Price College Savings Plan, the nationally-branded version of Alaska's direct-sold 529 savings program mirrors the University of Alaska College Savings Plan but lacks the ACT Portfolio found in the UA program. The enrollment-based and static portfolios available in this program utilize T. Rowe Price mutual funds.
Why we like this plan
- Strong long-term performance
- Protection from creditors
Also known as an expense ratio, this is the annual fee that funds charge to their shareholders. This fee is based upon the plan’s moderate risk age-based portfolio.
In Savingforcollege.com's latest quarterly rankings, this plan ranked in the top 10 for 1-year, 3-year, 5-year and/or 10-year performance.
The historical performance over the last year of the plan’s moderate risk age-based portfolio.
The historical performance over the last three years of the plan’s moderate risk age-based portfolio.
The historical performance over the last five years of the plan’s moderate risk age-based portfolio.
The historical performance over the last ten years of the plan’s moderate risk age-based portfolio.
New York's direct-sold 529 college savings plan is available to residents of any state. It offers low fees and diverse investment options featuring Vanguard mutual funds. New York residents may enjoy a state tax deduction for contributions to the plan.
Why we like this plan
- Strong long-term performance
- Low fees
- Large tax deduction on contributions for residents
Also known as an expense ratio, this is the annual fee that funds charge to their shareholders. This fee is based upon the plan’s moderate risk age-based portfolio.
In Savingforcollege.com's latest quarterly rankings, this plan ranked in the top 10 for 1-year, 3-year, 5-year and/or 10-year performance.
The historical performance over the last year of the plan’s moderate risk age-based portfolio.
The historical performance over the last three years of the plan’s moderate risk age-based portfolio.
The historical performance over the last five years of the plan’s moderate risk age-based portfolio.
The historical performance over the last ten years of the plan’s moderate risk age-based portfolio.
Alternative 529 Plans
NextGen 529 -- Client Direct Series
Our Rating
Fee Rank
Performance
Rank
T. Rowe Price College Savings Plan
Our Rating
Fee Rank
Performance
Rank
New York's 529 College Savings Program -- Direct Plan
Our Rating
Fee Rank
Performance
Rank
Contractual Features
Contract prices:
In the 2017-18 enrollment period, prices range from as little as $4,664 for a two-year community college contract for a newborn to as much as $25,233 for a four-year university contract for a ninth grader. An extended payment plan is available. For 2017-18 enrollment, the first payment is due May 15, 2018.Available tuition packages:
Four-year university plan, two-year university plan, one-year university plan, two-year community college plan, or a combination plan.Benefits for beneficiary attending private or out-of-state institution:
Weighted average tuition at in-state Nevada public institutions, limited to actual tuition incurred, less $25 one-time, out-of-state school processing fee.Contract payment options:
Lump sum, 5-year monthly payment plan, or extended monthly payment plan that ends when child reaches college age.Are program benefits backed by the full faith and credit of the state?
NoAre program benefits collateralized or guaranteed in any other way?
NoAlternative 529 Plans
The Maine NextGen 529 -- Client Direct Series is available through Merrill Edge. The plan utilizes BlackRock (including iShares) funds in its age-based and static options. In addition, the Principal Plus Portfolio and the NextGen Savings Portfolio are available.
Why we like this plan
- Strong long-term performance
- Low fees
- Matching Grants for qualifying accounts
Also known as an expense ratio, this is the annual fee that funds charge to their shareholders. This fee is based upon the plan’s moderate risk age-based portfolio.
In Savingforcollege.com's latest quarterly rankings, this plan ranked in the top 10 for 1-year, 3-year, 5-year and/or 10-year performance.
The historical performance over the last year of the plan’s moderate risk age-based portfolio.
The historical performance over the last three years of the plan’s moderate risk age-based portfolio.
The historical performance over the last five years of the plan’s moderate risk age-based portfolio.
The historical performance over the last ten years of the plan’s moderate risk age-based portfolio.
T. Rowe Price College Savings Plan, the nationally-branded version of Alaska's direct-sold 529 savings program mirrors the University of Alaska College Savings Plan but lacks the ACT Portfolio found in the UA program. The enrollment-based and static portfolios available in this program utilize T. Rowe Price mutual funds.
Why we like this plan
- Strong long-term performance
- Protection from creditors
Also known as an expense ratio, this is the annual fee that funds charge to their shareholders. This fee is based upon the plan’s moderate risk age-based portfolio.
In Savingforcollege.com's latest quarterly rankings, this plan ranked in the top 10 for 1-year, 3-year, 5-year and/or 10-year performance.
The historical performance over the last year of the plan’s moderate risk age-based portfolio.
The historical performance over the last three years of the plan’s moderate risk age-based portfolio.
The historical performance over the last five years of the plan’s moderate risk age-based portfolio.
The historical performance over the last ten years of the plan’s moderate risk age-based portfolio.
New York's direct-sold 529 college savings plan is available to residents of any state. It offers low fees and diverse investment options featuring Vanguard mutual funds. New York residents may enjoy a state tax deduction for contributions to the plan.
Why we like this plan
- Strong long-term performance
- Low fees
- Large tax deduction on contributions for residents
Also known as an expense ratio, this is the annual fee that funds charge to their shareholders. This fee is based upon the plan’s moderate risk age-based portfolio.
In Savingforcollege.com's latest quarterly rankings, this plan ranked in the top 10 for 1-year, 3-year, 5-year and/or 10-year performance.
The historical performance over the last year of the plan’s moderate risk age-based portfolio.
The historical performance over the last three years of the plan’s moderate risk age-based portfolio.
The historical performance over the last five years of the plan’s moderate risk age-based portfolio.
The historical performance over the last ten years of the plan’s moderate risk age-based portfolio.
Alternative 529 Plans
NextGen 529 -- Client Direct Series
Our Rating
Fee Rank
Performance
Rank
T. Rowe Price College Savings Plan
Our Rating
Fee Rank
Performance
Rank
New York's 529 College Savings Program -- Direct Plan
Our Rating
Fee Rank
Performance
Rank
Fees & Expenses
Enrollment or application fee:
$100Alternative 529 Plans
The Maine NextGen 529 -- Client Direct Series is available through Merrill Edge. The plan utilizes BlackRock (including iShares) funds in its age-based and static options. In addition, the Principal Plus Portfolio and the NextGen Savings Portfolio are available.
Why we like this plan
- Strong long-term performance
- Low fees
- Matching Grants for qualifying accounts
Also known as an expense ratio, this is the annual fee that funds charge to their shareholders. This fee is based upon the plan’s moderate risk age-based portfolio.
In Savingforcollege.com's latest quarterly rankings, this plan ranked in the top 10 for 1-year, 3-year, 5-year and/or 10-year performance.
The historical performance over the last year of the plan’s moderate risk age-based portfolio.
The historical performance over the last three years of the plan’s moderate risk age-based portfolio.
The historical performance over the last five years of the plan’s moderate risk age-based portfolio.
The historical performance over the last ten years of the plan’s moderate risk age-based portfolio.
T. Rowe Price College Savings Plan, the nationally-branded version of Alaska's direct-sold 529 savings program mirrors the University of Alaska College Savings Plan but lacks the ACT Portfolio found in the UA program. The enrollment-based and static portfolios available in this program utilize T. Rowe Price mutual funds.
Why we like this plan
- Strong long-term performance
- Protection from creditors
Also known as an expense ratio, this is the annual fee that funds charge to their shareholders. This fee is based upon the plan’s moderate risk age-based portfolio.
In Savingforcollege.com's latest quarterly rankings, this plan ranked in the top 10 for 1-year, 3-year, 5-year and/or 10-year performance.
The historical performance over the last year of the plan’s moderate risk age-based portfolio.
The historical performance over the last three years of the plan’s moderate risk age-based portfolio.
The historical performance over the last five years of the plan’s moderate risk age-based portfolio.
The historical performance over the last ten years of the plan’s moderate risk age-based portfolio.
New York's direct-sold 529 college savings plan is available to residents of any state. It offers low fees and diverse investment options featuring Vanguard mutual funds. New York residents may enjoy a state tax deduction for contributions to the plan.
Why we like this plan
- Strong long-term performance
- Low fees
- Large tax deduction on contributions for residents
Also known as an expense ratio, this is the annual fee that funds charge to their shareholders. This fee is based upon the plan’s moderate risk age-based portfolio.
In Savingforcollege.com's latest quarterly rankings, this plan ranked in the top 10 for 1-year, 3-year, 5-year and/or 10-year performance.
The historical performance over the last year of the plan’s moderate risk age-based portfolio.
The historical performance over the last three years of the plan’s moderate risk age-based portfolio.
The historical performance over the last five years of the plan’s moderate risk age-based portfolio.
The historical performance over the last ten years of the plan’s moderate risk age-based portfolio.
Alternative 529 Plans
NextGen 529 -- Client Direct Series
Our Rating
Fee Rank
Performance
Rank
T. Rowe Price College Savings Plan
Our Rating
Fee Rank
Performance
Rank
New York's 529 College Savings Program -- Direct Plan
Our Rating
Fee Rank
Performance
Rank
Taxes and other Benefits
- Tax deduction for single filersNone
- Tax deduction for joint filersNone
Note
Nevada doesn't offer tax deductions
Program match on contributions:
UNLOCK PROState tax deduction or credit for contributions:
Not applicable. Nevada does not have a personal income tax.State tax treatment of qualified distributions:
Not applicable. Nevada does not have a personal income tax.Does the sponsoring state exclude the value of an account for state financial aid purposes?
Yes, the account is excluded for purposes of determining eligibility for a grant, scholarship, or work opportunity based on need and offered or administered by a state agency.Does participation in the program provide beneficiaries with any advantages in qualifying for resident tuition status at state institutions?
NoDoes the program have a formal agreement with a rewards program or outside scholarship program?
Yes, the Upromise Rewards program can be linked to any 529 college savings plan. Upromise Rewards is free to join and offers members cash back for college.Statutory protection of an account from creditors:
UNLOCK PROWant to Boost your Savings?
You could be saving more with gifts from family and friends. CollegeBacker makes it easy to start a 529 plan, and then invite others to contribute for birthday parties, holidays, or even on a monthly basis.
Start saving with family and friendsAlternative 529 Plans
The Maine NextGen 529 -- Client Direct Series is available through Merrill Edge. The plan utilizes BlackRock (including iShares) funds in its age-based and static options. In addition, the Principal Plus Portfolio and the NextGen Savings Portfolio are available.
Why we like this plan
- Strong long-term performance
- Low fees
- Matching Grants for qualifying accounts
Also known as an expense ratio, this is the annual fee that funds charge to their shareholders. This fee is based upon the plan’s moderate risk age-based portfolio.
In Savingforcollege.com's latest quarterly rankings, this plan ranked in the top 10 for 1-year, 3-year, 5-year and/or 10-year performance.
The historical performance over the last year of the plan’s moderate risk age-based portfolio.
The historical performance over the last three years of the plan’s moderate risk age-based portfolio.
The historical performance over the last five years of the plan’s moderate risk age-based portfolio.
The historical performance over the last ten years of the plan’s moderate risk age-based portfolio.
T. Rowe Price College Savings Plan, the nationally-branded version of Alaska's direct-sold 529 savings program mirrors the University of Alaska College Savings Plan but lacks the ACT Portfolio found in the UA program. The enrollment-based and static portfolios available in this program utilize T. Rowe Price mutual funds.
Why we like this plan
- Strong long-term performance
- Protection from creditors
Also known as an expense ratio, this is the annual fee that funds charge to their shareholders. This fee is based upon the plan’s moderate risk age-based portfolio.
In Savingforcollege.com's latest quarterly rankings, this plan ranked in the top 10 for 1-year, 3-year, 5-year and/or 10-year performance.
The historical performance over the last year of the plan’s moderate risk age-based portfolio.
The historical performance over the last three years of the plan’s moderate risk age-based portfolio.
The historical performance over the last five years of the plan’s moderate risk age-based portfolio.
The historical performance over the last ten years of the plan’s moderate risk age-based portfolio.
New York's direct-sold 529 college savings plan is available to residents of any state. It offers low fees and diverse investment options featuring Vanguard mutual funds. New York residents may enjoy a state tax deduction for contributions to the plan.
Why we like this plan
- Strong long-term performance
- Low fees
- Large tax deduction on contributions for residents
Also known as an expense ratio, this is the annual fee that funds charge to their shareholders. This fee is based upon the plan’s moderate risk age-based portfolio.
In Savingforcollege.com's latest quarterly rankings, this plan ranked in the top 10 for 1-year, 3-year, 5-year and/or 10-year performance.
The historical performance over the last year of the plan’s moderate risk age-based portfolio.
The historical performance over the last three years of the plan’s moderate risk age-based portfolio.
The historical performance over the last five years of the plan’s moderate risk age-based portfolio.
The historical performance over the last ten years of the plan’s moderate risk age-based portfolio.
Alternative 529 Plans
NextGen 529 -- Client Direct Series
Our Rating
Fee Rank
Performance
Rank
T. Rowe Price College Savings Plan
Our Rating
Fee Rank
Performance
Rank
New York's 529 College Savings Program -- Direct Plan
Our Rating
Fee Rank
Performance
Rank
Distributions & Terminations
To whom are distributions made payable:
Account owner, eligible educational institution, or other third party, as directed by account owner.Alternative 529 Plans
The Maine NextGen 529 -- Client Direct Series is available through Merrill Edge. The plan utilizes BlackRock (including iShares) funds in its age-based and static options. In addition, the Principal Plus Portfolio and the NextGen Savings Portfolio are available.
Why we like this plan
- Strong long-term performance
- Low fees
- Matching Grants for qualifying accounts
Also known as an expense ratio, this is the annual fee that funds charge to their shareholders. This fee is based upon the plan’s moderate risk age-based portfolio.
In Savingforcollege.com's latest quarterly rankings, this plan ranked in the top 10 for 1-year, 3-year, 5-year and/or 10-year performance.
The historical performance over the last year of the plan’s moderate risk age-based portfolio.
The historical performance over the last three years of the plan’s moderate risk age-based portfolio.
The historical performance over the last five years of the plan’s moderate risk age-based portfolio.
The historical performance over the last ten years of the plan’s moderate risk age-based portfolio.
T. Rowe Price College Savings Plan, the nationally-branded version of Alaska's direct-sold 529 savings program mirrors the University of Alaska College Savings Plan but lacks the ACT Portfolio found in the UA program. The enrollment-based and static portfolios available in this program utilize T. Rowe Price mutual funds.
Why we like this plan
- Strong long-term performance
- Protection from creditors
Also known as an expense ratio, this is the annual fee that funds charge to their shareholders. This fee is based upon the plan’s moderate risk age-based portfolio.
In Savingforcollege.com's latest quarterly rankings, this plan ranked in the top 10 for 1-year, 3-year, 5-year and/or 10-year performance.
The historical performance over the last year of the plan’s moderate risk age-based portfolio.
The historical performance over the last three years of the plan’s moderate risk age-based portfolio.
The historical performance over the last five years of the plan’s moderate risk age-based portfolio.
The historical performance over the last ten years of the plan’s moderate risk age-based portfolio.
New York's direct-sold 529 college savings plan is available to residents of any state. It offers low fees and diverse investment options featuring Vanguard mutual funds. New York residents may enjoy a state tax deduction for contributions to the plan.
Why we like this plan
- Strong long-term performance
- Low fees
- Large tax deduction on contributions for residents
Also known as an expense ratio, this is the annual fee that funds charge to their shareholders. This fee is based upon the plan’s moderate risk age-based portfolio.
In Savingforcollege.com's latest quarterly rankings, this plan ranked in the top 10 for 1-year, 3-year, 5-year and/or 10-year performance.
The historical performance over the last year of the plan’s moderate risk age-based portfolio.
The historical performance over the last three years of the plan’s moderate risk age-based portfolio.
The historical performance over the last five years of the plan’s moderate risk age-based portfolio.
The historical performance over the last ten years of the plan’s moderate risk age-based portfolio.
Alternative 529 Plans
NextGen 529 -- Client Direct Series
Our Rating
Fee Rank
Performance
Rank
T. Rowe Price College Savings Plan
Our Rating
Fee Rank
Performance
Rank
New York's 529 College Savings Program -- Direct Plan
Our Rating
Fee Rank
Performance
Rank
Account Changes
Policy regarding participant/owner changes:
Accepts requests to transfer contract ownership ($20 fee).Alternative 529 Plans
The Maine NextGen 529 -- Client Direct Series is available through Merrill Edge. The plan utilizes BlackRock (including iShares) funds in its age-based and static options. In addition, the Principal Plus Portfolio and the NextGen Savings Portfolio are available.
Why we like this plan
- Strong long-term performance
- Low fees
- Matching Grants for qualifying accounts
Also known as an expense ratio, this is the annual fee that funds charge to their shareholders. This fee is based upon the plan’s moderate risk age-based portfolio.
In Savingforcollege.com's latest quarterly rankings, this plan ranked in the top 10 for 1-year, 3-year, 5-year and/or 10-year performance.
The historical performance over the last year of the plan’s moderate risk age-based portfolio.
The historical performance over the last three years of the plan’s moderate risk age-based portfolio.
The historical performance over the last five years of the plan’s moderate risk age-based portfolio.
The historical performance over the last ten years of the plan’s moderate risk age-based portfolio.
T. Rowe Price College Savings Plan, the nationally-branded version of Alaska's direct-sold 529 savings program mirrors the University of Alaska College Savings Plan but lacks the ACT Portfolio found in the UA program. The enrollment-based and static portfolios available in this program utilize T. Rowe Price mutual funds.
Why we like this plan
- Strong long-term performance
- Protection from creditors
Also known as an expense ratio, this is the annual fee that funds charge to their shareholders. This fee is based upon the plan’s moderate risk age-based portfolio.
In Savingforcollege.com's latest quarterly rankings, this plan ranked in the top 10 for 1-year, 3-year, 5-year and/or 10-year performance.
The historical performance over the last year of the plan’s moderate risk age-based portfolio.
The historical performance over the last three years of the plan’s moderate risk age-based portfolio.
The historical performance over the last five years of the plan’s moderate risk age-based portfolio.
The historical performance over the last ten years of the plan’s moderate risk age-based portfolio.
New York's direct-sold 529 college savings plan is available to residents of any state. It offers low fees and diverse investment options featuring Vanguard mutual funds. New York residents may enjoy a state tax deduction for contributions to the plan.
Why we like this plan
- Strong long-term performance
- Low fees
- Large tax deduction on contributions for residents
Also known as an expense ratio, this is the annual fee that funds charge to their shareholders. This fee is based upon the plan’s moderate risk age-based portfolio.
In Savingforcollege.com's latest quarterly rankings, this plan ranked in the top 10 for 1-year, 3-year, 5-year and/or 10-year performance.
The historical performance over the last year of the plan’s moderate risk age-based portfolio.
The historical performance over the last three years of the plan’s moderate risk age-based portfolio.
The historical performance over the last five years of the plan’s moderate risk age-based portfolio.
The historical performance over the last ten years of the plan’s moderate risk age-based portfolio.
Alternative 529 Plans
NextGen 529 -- Client Direct Series
Our Rating
Fee Rank
Performance
Rank
T. Rowe Price College Savings Plan
Our Rating
Fee Rank
Performance
Rank
New York's 529 College Savings Program -- Direct Plan
Our Rating
Fee Rank
Performance
Rank
Contact
Website:
https://www.nvprepaid.gov/Telephone:
1-888-477-2667Alternative 529 Plans
The Maine NextGen 529 -- Client Direct Series is available through Merrill Edge. The plan utilizes BlackRock (including iShares) funds in its age-based and static options. In addition, the Principal Plus Portfolio and the NextGen Savings Portfolio are available.
Why we like this plan
- Strong long-term performance
- Low fees
- Matching Grants for qualifying accounts
Also known as an expense ratio, this is the annual fee that funds charge to their shareholders. This fee is based upon the plan’s moderate risk age-based portfolio.
In Savingforcollege.com's latest quarterly rankings, this plan ranked in the top 10 for 1-year, 3-year, 5-year and/or 10-year performance.
The historical performance over the last year of the plan’s moderate risk age-based portfolio.
The historical performance over the last three years of the plan’s moderate risk age-based portfolio.
The historical performance over the last five years of the plan’s moderate risk age-based portfolio.
The historical performance over the last ten years of the plan’s moderate risk age-based portfolio.
T. Rowe Price College Savings Plan, the nationally-branded version of Alaska's direct-sold 529 savings program mirrors the University of Alaska College Savings Plan but lacks the ACT Portfolio found in the UA program. The enrollment-based and static portfolios available in this program utilize T. Rowe Price mutual funds.
Why we like this plan
- Strong long-term performance
- Protection from creditors
Also known as an expense ratio, this is the annual fee that funds charge to their shareholders. This fee is based upon the plan’s moderate risk age-based portfolio.
In Savingforcollege.com's latest quarterly rankings, this plan ranked in the top 10 for 1-year, 3-year, 5-year and/or 10-year performance.
The historical performance over the last year of the plan’s moderate risk age-based portfolio.
The historical performance over the last three years of the plan’s moderate risk age-based portfolio.
The historical performance over the last five years of the plan’s moderate risk age-based portfolio.
The historical performance over the last ten years of the plan’s moderate risk age-based portfolio.
New York's direct-sold 529 college savings plan is available to residents of any state. It offers low fees and diverse investment options featuring Vanguard mutual funds. New York residents may enjoy a state tax deduction for contributions to the plan.
Why we like this plan
- Strong long-term performance
- Low fees
- Large tax deduction on contributions for residents
Also known as an expense ratio, this is the annual fee that funds charge to their shareholders. This fee is based upon the plan’s moderate risk age-based portfolio.
In Savingforcollege.com's latest quarterly rankings, this plan ranked in the top 10 for 1-year, 3-year, 5-year and/or 10-year performance.
The historical performance over the last year of the plan’s moderate risk age-based portfolio.
The historical performance over the last three years of the plan’s moderate risk age-based portfolio.
The historical performance over the last five years of the plan’s moderate risk age-based portfolio.
The historical performance over the last ten years of the plan’s moderate risk age-based portfolio.
Alternative 529 Plans
NextGen 529 -- Client Direct Series
Our Rating
Fee Rank
Performance
Rank
T. Rowe Price College Savings Plan
Our Rating
Fee Rank
Performance
Rank
New York's 529 College Savings Program -- Direct Plan
Our Rating
Fee Rank
Performance
Rank