General InformationDownload PDF Report
Texas Guaranteed Tuition Plan
The Texas Guaranteed Tuition Plan, a prepaid tuition plan has stopped accepting new enrollments. However, Texas residents may invest in the Texas Tuition Promise Fund, a unit-based prepaid plan that enables families to prepay future tuition and mandatory fees at Texas public institutions.
- Program typePrepaid contract
- Enrollment periodClosed to new enrollment.
- Inception1996
- State agencyState Comptroller's Office and the Texas Prepaid Higher Education Tuition Board
- Tax deductionTax deduction for single filers NoneTax deduction for joint filers None
Ratings & Rankings
Our overall rating for TX 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
4.50
Features
4.00
Safety
4.50
Reliability
4.00
Eligibility
State residency requirements:
The beneficiary must be a Texas resident for at least 12 months prior to application or a non-resident child of an account owner who is a Texas resident.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 not have graduated from high school at the time of enrollment. Contract benefits must be used within a 10-year period beginning on the date the beneficiary is projected to graduate from high school, 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
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T. Rowe Price College Savings Plan
Our Rating
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New York's 529 College Savings Program -- Direct Plan
Our Rating
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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 last (2003) enrollment period, prices ranged from $1,766 for a one-year community college contract to $65,391 for a five-year private university contract. Installment payment contracts were available.Available tuition packages:
Junior college plan, senior college plan, junior/senior plan, or a private college plan (the minimum purchase is one year of tuition and fees except for the junior/senior plan which requires a purchase of a four-year contract).Benefits for beneficiary attending private or out-of-state institution:
Average public tuition and fees (for public school contracts) or estimated average tuition and fees (for private school contracts). A $25 out-of-state fee is deducted from distributions to educational institutions outside the state of Texas. A refund may be requested under the private college contract if actual private college tuition is less than the Texas private college tuition rate.Contract payment options:
Lump sum, 5-year or 10-year annual or monthly payment plan, or extended annual or monthly payment plan that ends when child graduates from high school.Are program benefits backed by the full faith and credit of the state?
Yes, in the event the program does not have sufficient funds to pay college tuition, the first available revenues of the state will be transferred into the the program.Are 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:
$50Alternative 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
Texas doesn't offer tax deductions
Program match on contributions:
UNLOCK PROState tax deduction or credit for contributions:
Not applicable. Texas does not have a personal income tax.State tax treatment of qualified distributions:
Not applicable. Texas does not have a personal income tax.Does the sponsoring state exclude the value of an account for state financial aid purposes?
YesDoes participation in the program provide beneficiaries with any advantages in qualifying for resident tuition status at state institutions?
Yes, the program offers in-state tuition rates to Texas beneficiaries who subsequently move out of Texas.Does 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:
Tuition payments are made to the educational institution that the beneficiary attends; scholarship, cancellation, and private college refunds are paid to the contract purchaser and joint purchaser, if applicable.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).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:
http://www.tgtp.org/Telephone:
1-800-445-4723Alternative 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