Oklahoma 529, a TIAA-managed 529 savings program features an enrollment year options, three equity options, a balanced option, a fixed income option, and a guaranteed option.
- Program typeSavings
- Inception2000
- State agencyOklahoma 529 Board of Trustees
- Tax deduction
- Program ManagerTIAA-CREF Tuition Financing, Inc.
- Program distributorTIAA-CREF Individual & Institutional Services, LLC
Eligibility
State residency requirements:
Who can be a participant/owner in the program?
Significant time or age restrictions imposed by the program:
Alternative 529 Plans
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You are not limited to opening your own state's 529 plan, so shop around. Here are some highly rated options to consider:
Plan
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Performance
Contributions
Maximum contributions:
Minimum contributions:
Does the program offer an e-gifting platform for receiving gift contributions?
Investment Options
Age-based/Enrollment Year investment options:
View more age-based investment optionsStatic investment options:
View more static investment optionsUnderlying investments:
View a full list of this plan’s investment optionsUnderlying fund allocations:
Portfolio Fees & Performance Lookup
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Fees & Expenses
Enrollment or application fee:
Account maintenance fee:
Program management fees:
Expenses of the underlying investments:
Total asset-based expense ratio:
Taxes and other Benefits
- Tax deduction for single filers$10,000/yr
- Tax deduction for joint filers$20,000/yr
Example
Married filing jointly residents contributing $100/month can expect an additional $0 a year in tax savings.
Program match on contributions:
State tax deduction or credit for contributions:
State tax recapture provisions:
State definition of qualified expenses
State tax treatment of qualified distributions:
State tax treatment of rollovers:
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?
Upromise Helps Families Save for College
Statutory protection of an account from creditors:
Distributions & Terminations
To whom are distributions made payable:
Account Changes
Policy regarding participant/owner changes:
Documents, Access & Reporting
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:
Contact
Website:
Telephone:
http://twitter.com/ocsp529