Florida 529 plan

Florida 529 Plan


 * Open to Residents
 * Open to non-residents

Program match on contributions: None

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

Age-based investment options: The Age-Based / Years-To-Enrollment Optioncontains five age bands with each band targeting a different allocation between the Fixed Income portfolio and the U.S. Equity portfolio. Contributions are invested based on the assignment of the beneficiary to one of the five age bands.

Static investment options: Select among four separately-managed portfolios (Fixed Income, U.S. Equity, Balanced, and Money Market).

[Allocations include an S&P 500 index fund along with actively managed funds]

Expenses: 0.75%


 * 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