Arizona 529 Plan

From Bogleheads

Open to Residents
Open to non-residents

Program match on contributions: None

State tax deduction or credit for contributions: In 2008 through 2012, contributions to Arizona and non-Arizona 529 plans of up to $750 per year for an individual taxpayer, and $1,500 per year for a married couple filing jointly, are deductible in computing Arizona taxable income.

State tax recapture provisions: The principal portion of nonqualified withdrawals from this plan are included in Arizona taxable income to the extent of prior Arizona tax deductions. Nonqualified withdrawals for this purpose do not include withdrawals made as the result of the beneficiary's death or disability, withdrawals made on account of the beneficiary's receipt of a scholarship, or rollovers.

Age-based investment options: Choose between two age-based options, one invested in actively-managed mutual funds and the other invested in index mutual funds. Contributions are placed into the portfolio corresponding to the beneficiary’s age. The portfolios automatically shift to a more conservative investment allocation over time.

Static investment options: Select among six multi-fund portfolios and five individual-fund portfolios.

Single Funds

Fidelity 100% Equity Index

Fidelity 70% Equity Index

Fidelity Conservative Index

Fidelity Stand-alone Portfolios

Fidelity Spartan Total Stock Market Index Fund (80%)
Fidelity Spartan International Index Fund (20%

Fidelity Spartan Total Stock Market Index Fund (60%)
Fidelity Spartan International Index Fund (10%)
Fidelity Spartan Intermediate Treasury Index Fund (30%)

Fidelity Spartan Intermediate Treasury Index Fund (45%)
Fidelity Money Market Fund (55%)

Fidelity Spartan Total Stock Market Index
Fidelity Spartan 500 Index Fund
Fidelity Spartan International Index Fund
Fidelity Spartan Intermediate Treasury Index Fund

Expenses: 0.50% - 1.09% (Index portfolios 0.50%)

Links

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Please see [url=http://www.bogleheads.org/wiki/Arizona_529_Plan]Arizona 529 Plan[/url] on the [url=http://www.bogleheads.org/wiki/Main_Page]Bogleheads Wiki[/url].