Kentucky 529 plan

Kentucky 529 Plan

Program match on contributions: None

State tax deduction or credit for contributions: None

Age-based investment options: The Managed Allocation Option contains six portfolios of underlying mutual funds. 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: The 100% Equity Option (a multi-fund portfolio) and the Guaranteed Option.

Single Funds
 * 100% Equity Option
 * TIAA-CREF S&P 500 Index Fund (56%)
 * TIAA-CREF Mid Cap Growth Fund (8%)
 * TIAA-CREF Mid Cap Value Fund (8%)
 * TIAA-CREF Small Cap Fund (8%)
 * TIAA-CREF International Equity Fund (20%)


 * TIAA Guaranteed Option

Expenses: 0.80%; None for Guaranteed Option


 * Plan site
 * Plan document

Links

 * Morningstar Overview
 * State Creditor Protections for 529 Plans