Oregon 529 College Savings Plans

Vestwell State Savings, LLC manages Oregon’s direct-sold 529 college savings plan, which utilizes several different fund managers. The MFS 529 Savings Plan is an advisor-sold savings program and features a 529 share class of MFS mutual funds and.both Oregon plans are managed by Vestwell

More information on each Oregon 529 plan can be viewed by clicking on the following links.

Oregon 529 Tax Benefit

Consumer Plans

The Oregon College Savings Plan features enrollment-based and static portfolio options utilizing mutual funds from a variety of fund families and an FDIC-Insured Option. Vestwell succeeded TIAA-CREF as program manager of the Oregon College Savings Plan....

Resident

4.5 / 5

Non-Resident

4 / 5
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Advisor Sold Plans

Oregon's MFS 529 Savings Plan, an advisor-sold 529 savings program features year of enrollment and risk-based portfolio options utilizing MFS mutual funds.

Resident

4.5 / 5

Non-Resident

4.5 / 5

ABLE plans

The Oregon ABLE Savings Plan is established pursuant to the ABLE Act and sections 178.300 to 178.380 of the Oregon Revised Statutes, as amended (the "Oregon Act"). The Plan is designed to be a "qualified ABLE program", which status permits a beneficiary of an ABLE account established under the plan to make tax-free withdrawals to pay for qualified disability expenses under certain circumstances....

The ABLE for All plan is established pursuant to the ABLE Act and sections 178.300 to 178.380 of the Oregon Revised Statutes, as amended (the "Oregon Act"). The plan is designed to be a "qualified ABLE program", which status permits a beneficiary of an ABLE Account established under the plan to make tax-free withdrawals to pay for qualified disability expenses under certain circumstances....