Wisconsin 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.

Wisconsin 529 Plan:

  • Open to Residents
  • Open to non-residents

Program match on contributions: None

State tax deduction or credit for contributions: Contributions to any of Wisconsin's 529 plans of up to $3,000 per beneficiary per tax return are deductible in computing Wisconsin taxable income. Only contributions to an account naming the contributor, the contributor's dependent child, or the contributor's grandchild, great-grandchild, nephew, or niece as beneficiary are eligible for the deduction. Contribution deadline is December 31.

State tax recapture provisions: None

Age-based investment options: No Vanguard funds available

Static investment options: Select among five multi-fund portfolios (Aggressive, Moderate, Balanced, Bond, and Wisconsin Select) and five individual-fund portfolios. Vanguard funds are limited to the Total Market Index and the Wellington Fund.

Single Funds- State currently waiving portion of administration fee

  • Vanguard Institutional S&P 500 Index Fund (ER 0.36%)
  • Vanguard Wellington Fund (ER 0.47%)

Expenses: 0.69% - 1.23% maintenance fee: $20 annually on accounts with less than $25,000, waived for Wisconsin residents and for automatic deposits.

See also

529 Plan Pages

Links

How to Cite

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