West Virginia 529 Plan
From Bogleheads
- Open to Residents
- Not open to non-residents
Program match on contributions: None
State tax deduction or credit for contributions: Contributions to any of West Virginia's 529 plans are fully deductible in computing West Virginia taxable income.
State tax recapture provisions: The principal portion of nonqualified withdrawals from this plan are included in West Virginia taxable income to the extent of prior West Virginia tax deductions. Rollovers apparently are not subject to recapture.
Age-based investment options: No Vanguard funds available
Static investment options: Select among five multi-fund portfolios (Aggressive Growth, Growth, Balanced, Conservative Balanced, and Conservative Bond), the SMART529 Stable Value portfolio and the SMART529 500 Index Fund.[Includes a stand alone Vanguard S&P 500 Index fund.
Expenses: 0.39% - 1.03%
See Also
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/West_Virginia_529_Plan]West Virginia 529 Plan[/url] on the [url=http://www.bogleheads.org/wiki/Main_Page]Bogleheads Wiki[/url].
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