Wyoming 529 plan

Wyoming 529 Plan:

This 529 college savings program is authorized by the state of Wyoming in affiliation with CollegeInvest Colorado. It features age-based and static portfolio options utilizing Vanguard mutual funds, and accounts can be linked to the Upromise Rewards Service.

Program match on contributions: None

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

Age-based investment options: The Age-Based option is offered in three different risk levels (Aggressive, Moderate, and Conservative) each containing four or five portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the risk level selected and the number of years to expected enrollment, and later reassigned to more conservative portfolios as the beneficiary approaches college age.

Static investment options: Select among five multi-fund portfolios with varying risk tolerances and three individual-fund portfolios.

Expenses: 0.75%;maintenance fee: $20 annually, waived for Colorado and Wyoming residents.

Single Funds All portfolios have a 0.75% ER.


 * Aggressive Growth Portfolio
 * Vanguard Total Stock Market Index (80%)
 * Vanguard Total International Stock Index (20%)


 * Growth Portfolio
 * Vanguard Total Stock Market Index (60%)
 * Vanguard Total International Index (15%)
 * Vanguard Total Bond Index (25%)


 * Moderate Growth Portfolio
 * Vanguard Total Stock Market Index (40%)
 * Vanguard Total International Index (10%)
 * Vanguard Total Bond Index (50%)


 * Conservative Growth Portfolio
 * Vanguard Total Stock Market Index (20%)
 * Vanguard Total International Index (5%)
 * Vanguard Total Bond Index (75%)


 * Income Portfolio
 * Vanguard Total Bond Index (50%)
 * Vanguard Inflation Indexed Bond (25%)
 * Vanguard Prime Money Fund (25%)


 * Stock Index
 * Vanguard Total Stock Market Index (100%)


 * Bond Index
 * Vanguard Total Bond Index (100%)


 * Money Market
 * Vanguard Prime Money Fund (100%)


 * Direct link to 529 Plan site
 * Plan document