Texas 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.

Texas 529 Plan

Open to Residents
Open to non-residents

Program match on contributions: None

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

Age-based investment options: Select either the Blended Age-based Portfolios, which offers underlying investments that are both actively and passively managed, or the Index Age-Based Portfolios, which offers passively managed investments. Each option consists of six portfolios of underlying investments. Contributions are placed into the portfolio that corresponds to the age of the beneficiary. The portfolios automatically shift to a more conservative investment allocation over time.

Static investment options: Select among four multi-fund portfolios: two 100% Equity portfolios and two Balanced portfolios. Each allocation offers the choice between an active/passive blend of underlying investments and an all-index portfolio.

Single Funds

Index 100% Equity Portfolio (ER 0.53%)	Balanced Index Portfolio (ER 0.53%)
OFIPI Large Cap Core Index (60%) OFIPI Small Cap Index (15%) OFIPI International Index (25%)	OFIPI Large Cap Core Index (36%) OFIPI Small Cap Index (8%) OFIPI International Index (16%) Dreyfus Bond Market Index (40%}

Expenses: 0.53%-0.77%

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