4.5 / 5
Our rating
NV resident benefits
Launched in October 2010, Nevada's Putnam 529 for America advisor-sold 529 savings plan offers an age-based option, 3 goal-based options, 10 individual-fund options, and 2 options consisting of the Putnam Absolute Return Funds. The 10 individual-fund options include several non-Putnam mutual funds. To find a financial advisor in your area, use the Directory of Financial Professionals.
Scores for each ratings category
4.44 / 5
Performance
4.0 / 5
Ease of Use
4.22 / 5
Savings Success
3.13 / 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
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Does the program offer an e-gifting platform for receiving gift contributions?
Investors in Putnam 529 for America can select from the following investment options. Click on a portfolio name for more information.
Portfolio | E.R. | % Equity | 1yr performance |
---|---|---|---|
Age-Based - Newborn | 1.16% | 85% | N/A |
Age-Based - Age 1 | 1.16% | 85% | 7.83% |
Age-Based - Age 2 | 1.15% | 82.8% | 7.71% |
Age-Based - Age 3 | 1.15% | 81.2% | 7.64% |
Age-Based - Age 4 | 1.15% | 79% | 7.67% |
Age-Based - Age 5 | 1.14% | 76% | 7.64% |
Age-Based - Age 6 | 1.14% | 73.4% | 7.51% |
Age-Based - Age 7 | 1.14% | 70% | 7.42% |
Age-Based - Age 8 | 1.13% | 66.2% | 7.34% |
Age-Based - Age 9 | 1.13% | 62.1% | 7.24% |
Age-Based - Age 10 | 1.13% | 58.8% | 7.07% |
Age-Based - Age 11 | 1.12% | 54.5% | 6.97% |
Age-Based - Age 12 | 1.11% | 47.7% | 6.81% |
Age-Based - Age 13 | 1.1% | 41.4% | 6.56% |
Age-Based - Age 14 | 1.09% | 34.8% | 6.24% |
Age-Based - Age 15 | 1.08% | 28.5% | 5.96% |
Age-Based - Age 16 | 1.07% | 23.7% | 5.61% |
Age-Based - Age 17 | 1.04% | 18.3% | 5.39% |
Age-Based - Age 18 | 1.03% | 14.1% | 5.14% |
Age-Based - Age 19 | 1% | 10.5% | 4.92% |
Age-Based - Age 20 | 0.98% | 6.9% | 4.73% |
Age-Based - Age 21+ | 0.96% | 4.5% | 4.55% |
Age-based/Enrollment Year investment options:
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Portfolio Fees & Performance Lookup
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Does breakpoint pricing include non-529 assets under rights of accumulation policies
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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:
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:
Telephone:
Connect with a financial advisor in your local area
A good place to start:
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