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The Texas College Savings Plan is a tax-advantaged 529 college savings plan designed to help families and individuals nationwide save for qualified higher education expenses.
Plan: The Texas College Savings Plan, which is a 529 plan. lets you choose the path to planning for a bright future by offering numerous investment options based on your risk tolerance, time horizon, financial situation and other variables.
FAQs | Texas College Savings Plan. Starting in 2024, you can roll unused 529 assets to a Roth IRA established for the beneficiary subject to certain conditions.
Enroll Online Now. Open a Texas College Savings Plan® account in less time than it takes you to get your kids to bed. Our step-by-step process only takes about 15 minutes. 529 plan.
If that goal is paying for college, the best plan is to start early and be consistent in your saving efforts. Pair these strategies with additional sources of education funding such as the Texas College Savings Plan®, and you will be working toward your savings goal.
The tax-advantaged Texas College Savings Plan® is one way to help your loved one in preparing for their future. By starting to invest in education today, you plant the seed for your loved one’s future.
Estimated total asset-based fees are available on the Allocation Worksheetand are published in the Plan Description and Savings Trust Agreement, which is reviewed annually. Fees are subject to change. An account could lose money including the principal invested.
529 Plan: A 529 plan is an education savings plan operated by a state or an educational institution and designed to help families set aside funds for college. It is named after Section 529 of the internal revenue code, which authorized these types of tax-advantaged savings plans in 1996.
Plan: The Texas College Savings Plan, which is a 529 plan. offers a wide range of portfolios with underlying investments managed by DFA, Eaton Vance, Federated Hermes, New York Life, and Vanguard.
Forms + Literature | Texas College Savings Plan. Starting in 2024, you can roll unused 529 assets to a Roth IRA established for the beneficiary subject to certain conditions.