Oregon 529 plan

Oregon 529 Plan:

Program match on contributions: None

State tax deduction or credit for contributions: Contributions to any of Oregon's 529 plans in 2007 of up to $2,000 for an individual taxpayer and for married taxpayers filing jointly, and $1,000 for married taxpayers filing separately, are deductible in computing Oregon taxable income, with a four-year carryforward of excess contributions. Beginning in 2008, the maximum annual deduction is $4,000 for married taxpayers filing jointly and $2,000 for all other taxpayers, and the limits are to be adjusted annually for inflation. Contribution deadline is April 15 of the following year.

Age-based investment options: No Vanguard Option

Static investment options: Select among six multi-fund portfolios (Aggressive, Moderate, Balanced, Conservative, Ultra Conservative, and 100% Equity), and five individual-fund portfolios.

Single Fund Portfolios:
 * Vanguard International Stock Index Portfolio (ER 0.47%)
 * Vanguard Total Stock Market Index Portfolio (ER 0.21%)
 * Vanguard Balanced Index Portfolio (ER 0.26%)
 * Vanguard Total Bond Market Index Portfolio (ER 0.26%)

Expenses: 0.21% - 0.81%; maintenance fee: $20 annually per Vanguard Portfolio (waived for Oregon residents)


 * Direct Link to 529 Plan Site
 * Plan document