California 529 plan

California 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: Choose between two age-based options, one invested in actively-managed mutual funds and the other invested in index mutual funds. Contributions are placed into the portfolio corresponding to the beneficiary’s age. The portfolios automatically shift to a more conservative investment allocation over time.

Static investment options: Select among six multi-fund portfolios and six individual-fund portfolios (including the Social Choice Portfolio).

Single Funds

Expenses: 0.50% - 1.09% (Index funds expense ratio 0.50%)


 * 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