Hawaii 529 plan

Hawaii 529 Plan:

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.
 * 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%)


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

Expenses: 0.71%; maintenance fee: $20 annually


 * Direct link to 529 plan site
 * Plan document

Links

 * Morningstar Overview
 * State Creditor Protections for 529 Plans