Kentucky 529 Plan
From Bogleheads
- Open to Residents
- Open to non-residents
Program match on contributions: None
State tax deduction or credit for contributions: None
Age-based investment options: (ER 0.70%) The Managed Allocation Option contains six portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the beneficiary’s age and later reassigned to more conservative portfolios as the beneficiary approaches college age.
Static investment options: The 100% Equity Index Option (a multi-fund portfolio) and the Guaranteed Option.
Single Funds
| 100% Equity Option (ER 0.61%) | TIAA Guaranteed Option |
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Expenses: 0.61% - 0.91%; None for Guaranteed Option
See also
529 Plan Pages
- 529 Plans
- 529 Plans Indexed Options
- 529 Plan Account Transfers
- 529 Plan Recapture Tax on Rollovers
- Collegesure 529 Tuition Indexed Programs
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/Kentucky_529_Plan]Kentucky 529 Plan[/url] on the [url=http://www.bogleheads.org/wiki/Main_Page]Bogleheads Wiki[/url].
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