Florida 529 Plan

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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. If you would like to compare this plan with other direct sold plans, use these Compare by Plan Name and Compare by Feature tools.

• Open to Residents
• Open to non-residents

Florida 529 Plan

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%
Policy Regarding Ownership Changes	Accepts requests to transfer account ownership.

External Links

• Plan site
• Plan document
• Morningstar Overview
• State Creditor Protections for 529 Plans

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