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SMART529 Prepaid Tuition Plan

The West Virginia SMART529 Prepaid Tuition Plan is closed to new enrollment and will terminate on September 30, 2021. West Virginia also offers three 529 savings plans, the SMART529 Direct, SMART529 Select and The Hartford SMART529 plans.

Fee Score

N/A

Performance

N/A
  • Program type
    Prepaid contract
  • Enrollment period
    Closed to new enrollment.
  • Inception
    1998
  • State agency
    State Treasurer's Office under the authority of the West Virginia College Prepaid Tuition and Savings Program Board of Trustees
  • Tax deduction

Investment Options

Investors in SMART529 Prepaid Tuition Plan can select from the following investment options. Click on a portfolio name for more information.

Age Based Investment Optionsaccordion open icon

Sometimes referred to as the enrollment-based option, this is an investment approach where your asset allocation is programmed to change over time. Accounts for young beneficiaries are invested aggressively and accounts for beneficiaries with college right around the corner are invested much more conservatively. In some 529 plans, the age-based option operates by automatically transferring your investment from one static portfolio to another at certain points in time. Others utilize lifecycle funds or employ lifecycle-type tactics within the portfolio containing your investment so that it is not necessary to transfer your investment between portfolios.

No investment options found within this category.
Static Investment Optionsaccordion close icon
Individual Investment Optionsaccordion close icon
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