Vermont Higher Education Investment Plan
The Vermont Higher Education Investment Plan features age-based and static options from Vanguard and DFA. The plan also offers a TIAA-CREF life insurance product option.
3.5 of 5
4.5 of 5
3 of 5
- Program typeSavings
- State agencyVermont Student Assistance Corporation (VSAC)
- Tax deduction
- Program ManagerIntuition College Savings Solutions, LLC
- Program distributorVermont Student Assistance Corporation (VSAC)
Ratings & Rankings
Our overall rating for VT 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 is a very good program that offers valuable benefits but may have some limitations or concerns that investors need to know.
Each plan's performance score is developed directly from Savingforcollege.com's Quarterly 529 Performance Rankings. A 529 savings plan must have at least one year of performance history before they will be assigned a 5-cap rating. For those plans that are not part of our quarterly performance rankings, such as plans offering a single set of bank-based investment options, we assign a performance score by evaluating the returns currently available on similar types of investments outside of 529 plans.
State residency requirements:
Who can be a participant/owner in the program?
Significant time or age restrictions imposed by the program:
Alternative 529 Plans
Age-based/Enrollment Year investment options:View more age-based investment options
Static investment options:View more static investment options
Underlying investments:View a full list of this plan's investment options
Underlying fund allocations:
Portfolio Fees & Performance Lookup
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
- For single filers, 10% on up to $2,500/yr
- For joint filers, 10% on up to $5,000/yr
Married filing jointly residents contributing $100/month can expect an additional $0 a year in tax savings.