South Dakota 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.

Open to Residents
Not open to non-residents

Program match on contributions: None

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

Age-based investment options: The Age-Based Option consists of five portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the age of the beneficiary or the anticipated years to matriculation, and later reassigned to more conservative portfolios as the beneficiary approaches college age.

Static investment options: Two individual-fund portfolios, one invested in the PIMCO Real Return Fund, and one invested in the PIMCO All Asset Fund.

[No indexed options]

Expenses: 0.41% - 0.85%

Links

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Please see [url=http://www.bogleheads.org/wiki/South_Dakota_529_Plan]South Dakota 529 Plan[/url] on the [url=http://www.bogleheads.org/wiki/Main_Page]Bogleheads Wiki[/url].