Kentucky 529 plan

Kentucky 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: (ER 0.65%) 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 Index Option (a multi-fund portfolio) and the Guaranteed Option.

Single Funds

Expenses: 0.55% - 0.91%; None for Guaranteed Option


 * 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