Oklahoma 529 College Savings Plans
TIAA-CREF Tuition Financing, Inc. is program manager for both of the Oklahoma 529 plans. The Oklahoma College Savings Plan is a direct-sold program that utilizes TIAA-CREF mutual funds, and the Oklahoma Dream 529 Plan is an advisor-sold savings program distributed by Allianz Global Investors that features a multi-manager investment platform.
Select the links below to see details on the Oklahoma 529 plans.
- Tax deduction for single filers$10,000/yr
- Tax deduction for joint filers$20,000/yr
Oklahoma College Savings Plan, a TIAA-managed 529 savings program features three age-based options, three equity options, a balanced option, a fixed income option, and a guaranteed option.
Advisor Sold Plans
Oklahoma Dream 529 Plan, an advisor-sold 529 savings plan, managed by TIAA-CREF Tuition Financing, Inc. and Allianz Global Investors Distributors LLC, features 18 mutual fund portfolios from 3 different money managers.
The State of Oklahoma has partnered with the State of Ohio to offer Oklahoma STABLE, a program that offers the STABLE Account Plan to eligible Oklahoma residents. The STABLE Account Plan is established pursuant to Ohio law (Ohio Revised Code §113.50-§113.56) in accordance with Section 529A, and is structured and operated by the Ohio Treasurer's Office and its Service Providers....