Arkansas Ishares 529 Plan

From Bogleheads

"The Plan is Not a Mutual Fund or an Exchange Traded Fund

Although money contributed to the iShares 529 Plan will be invested in Portfolios that hold Underlying Investments including ETFs, neither the iShares 529 Plan, nor any of its Portfolios, is a mutual fund or an ETF. An investment in the iShares 529 Plan is an investment in municipal fund securities that are issued and offered by the Trust. These securities are not registered with the SEC or any state. The iShares 529 Plan’s Portfolios are not registered as investment companies with the SEC or any state."

-- Ishares 529 Plan document

Open to Residents
Open to non-residents

The Arkansas ishares 529 Plan is only available from fee-only Registered Investment Advisors.

State tax deduction or credit for contributions: Contributions to the Arkansas 529 plan of up to $5,000 ($10,000 for married taxpayers filing jointly) per year are deductible in computing Arkansas taxable income. Contribution deadline is December 31. For 2009, contributions made by check must be received on or before January 9, 2010.

State tax treatment of rollovers: Arkansas follows federal tax-free treatment for rollovers except that outbound rollovers are subject to the recapture of prior state tax deductions.

Age-based investment options: Portfolio expenses range from 0.59% - 0.62%

The 7 iShares Year-of-Enrollment Portfolios are designed for the investor to choose the portfolio that most closely corresponds to the year the beneficiary plans to begin college. Over time, as the beneficiary approaches their year-of-enrollment, the portfolio will gradually (and automatically) shift its asset allocation from a more aggressive mix of investments to a more conservative mix.

Static investment options: Portfolio expenses range from 0.59% - 0.63%

The 4 iShares Asset Allocation Portfolios are designed to match a specific risk profile (Aggressive, Moderate, Conservative, and Fixed Income). The asset allocation remains relatively fixed over time. The 9 individualrepresent various asset classes such as domestic equity, international equities, fixed income, and real estate.

Single Funds: Portfolio expenses range from 0.50% - 1.07%

U.S. EQUITIES

INTERNATIONAL EQUITIES

REAL ESTATE

FIXED INCOME

iShares Russell 1000 Portfolio (ER 0.50%)
iShares Russell 2000 Portfolio (ER 0.55%)

iShares MSCI EAFE Index Portfolio (ER 0.69%)
iShares MSCI Emerging Markets Index Portfolio (ER 1.07%)

iShares Cohen & Steers Realty Majors Portfolio (ER 0.70%)

iShares Barclays Aggregate Portfolio (ER 0.59%)
iShares Barclays TIPS Portfolio (ER 0.55%)
iShares Barclays 20+ Year Treasury Portfolio (ER 0.50%)
iShares Barclays Short Treasury Portfolio (ER 0.50%)

Expenses: 0.50% - 1.07%; maintenance fee: $10 annually; waived for accounts with $20,000 or more. In addition, you will pay the fee from your fee-only RIA.

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Please see [url=http://www.bogleheads.org/wiki/Arkansas_Ishares_529_Plan]Arkansas Ishares 529 Plan[/url] on the [url=http://www.bogleheads.org/wiki/Main_Page]Bogleheads Wiki[/url].