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NC resident benefits
The North Carolina State Education Assistance Authority (NCSEAA) contracts with Morgan Stanley Smith Barney LLC as the manager of The Morgan Stanley National Advisory 529 Plan. The plan is offered exclusively to clients participating in Morgan Stanley sponsored investment advisory programs. Account owners may invest in one of thirteen investment options comprising several MS 529 funds that invest in Morgan Stanley Pathway Funds. To find a financial advisor in your area, use the Directory of Financial Professionals.
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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Who can be a participant/owner in the program?
Significant time or age restrictions imposed by the program:
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Does the program offer an e-gifting platform for receiving gift contributions?
Investors in Morgan Stanley National Advisory 529 Plan can select from the following investment options. Click on a portfolio name for more information.
Age-based/Enrollment Year investment options:
Static investment options:
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Note:
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State definition of qualified expenses
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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:
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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:
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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.