New Hampshire 529 plan archive
![]() | This page has been superseded by 529 plans by state. The information shown here is for historical purposes only and may be inaccurate. |
The New Hampshire 529 plan archive page provides information on direct-sold 529 plans and highlights indexed portfolios. All information is derived from Savingforcollege.com and from 529 plan sites and disclosure documents. If you would like to compare this plan with other direct sold plans, use these Compare by Plan Name and Compare by Feature tools.
- Open to Residents
- Open to non-residents
Program match on contributions: | none |
State tax deduction or credit for contributions: | Not applicable. New Hampshire does not have a personal income tax. |
State tax recapture provisions: | 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 five individual-fund portfolios. |
Expenses: | 0.25% - 1.39% (Index portfolios 0.25% - 0.35%) |
Policy Regarding Ownership Changes: | Account ownership may not be transferred prior to the owner's death or incapacity. |
Investment options
Age-based
The New Hampshire 529 savings plan offers the following age-based index portfolios.
Portfolio 2030 88/12 |
Portfolio 2027 85/15 |
Portfolio 2024 75/25 |
Portfolio 2021 62/38 |
Portfolio 2018 45/51 |
Portfolio 2015 35/65 |
Portfolio 2012 20/80 |
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Static
The New Hampshire 529 savings plan offers the following indexed multi-fund and standalone index portfolios.
Aggressive Growth (ER 0.30%) |
Moderate Growth (ER 0.34%) |
Conservative (ER 0.38%) |
Fidelity Stand-alone Funds |
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