Hawaii 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: The Age-Based Option contains four portfolios of underlying investment strategies. 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: Select among four multi-fund portfolios (Growth, Moderate Growth, Conservative Growth, and Income) and two individual-fund portfolios (Total Stock Market Index and Money Market).
Single Portfolios All portfolios have a 0.71% ER.
| Growth Portfolio | Moderate Growth Portfolio | Conservative Growth Portfolio | Income Portfolio | Stand-alone Portfolios
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Expenses: 0.71%; maintenance fee: $20 annually
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/Hawaii_529_Plan]Hawaii 529 Plan[/url] on the [url=http://www.bogleheads.org/wiki/Main_Page]Bogleheads Wiki[/url].
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