Florida 529 Plan

From Bogleheads

This page provides information on Direct-sold 529 Plans and highlights indexed portfolios. All information is derived from Savingforcollege.com and from 529 plan sites and disclosure documents.

Florida 529 Plan

Open to Residents
Open to non-residents

Program match on contributions: None

State tax deduction or credit for contributions: Not applicable. Florida does not have a personal income tax.

Age-based investment options: The Age-Based / Years-To-Enrollment Option contains five age bands with each band targeting a different allocation between the Fixed Income portfolio and the U.S. Equity portfolio. Contributions are invested based on the assignment of the beneficiary to one of the five age bands.

Static investment options: Select among four separately-managed portfolios (Fixed Income, U.S. Equity, Balanced, and Money Market).

[Allocations include an S&P 500 index fund along with actively managed funds]

Expenses: 0.75%

Links

How to Cite

You can link to this page from the Bogleheads Forum by copying and pasting the following text into your forum posting:

Please see [url=http://www.bogleheads.org/wiki/Florida_529_Plan]Florida 529 Plan[/url] on the [url=http://www.bogleheads.org/wiki/Main_Page]Bogleheads Wiki[/url].