Hawaii 529 plan

Hawaii 529 Plan:


 * 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.

Expenses: 0.71%; maintenance fee: $20 annually


 * Direct link to 529 plan site
 * Plan document

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

 * Morningstar Overview
 * State Creditor Protections for 529 Plans