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As the only advisor-sold plan offered by the state of Texas, the LoneStar 529 Plan offers a comprehensive suite of tools and resources to assist advisors in achieving their clients’ education savings goals.
Overview. One of the best ways to achieve a goal is through planning because it provides a sense of control and self-empowerment. Certainly, planning for college costs is no exception and one of the most important first steps is to start investing early. But it’s also wise to be consistent in your saving efforts.
The LoneStar 529 Plan ® is an advisor-sold IRC Sec. 529 education savings plan. The Texas Prepaid Higher Education Tuition Board maintains and administers the plan.
The LoneStar 529 Plan is a tax-advantaged 529 college savings plan designed to help families and individuals nationwide save for qualified higher education expenses.
Texas offers three tax-advantaged 529 plans: the Texas College Savings Plan® (TCSP) and the LoneStar 529 Plan® (LS529), both college savings plans, and the Texas Tuition Promise Fund® (TTPF), a prepaid tuition plan. The plans are known as 529 plans because they are authorized by Internal Revenue Code Section 529.
LoneStar 529 Plan. Download PDF Report. Find a Pro. The program management of Texas' Lonestar 529 Plan was assumed by Orion Advisor Solutions, Inc. (previously known as NorthStar Financial Services Group, LLC) in September 2014. The plan offers an enrollment year option, three risk-based portfolios, and 20 individual asset class portfolios.
Explore and compare Texas' 529 plans - Texas College Savings and Lonestar 529 Plan, for tax benefits, fees, and choosing the best plan.
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. All U.S. citizens and permanent resident aliens 18 years of age or older can open and contribute to a Texas College Savings Plan account.
The LoneStar 529 Plan represents an opportunity to help make saving for college easier. From trusted investment management expertise to affordable costs to automatic investing options, the LoneStar 529 Plan offers a wide range of potential benefits.
A comprehensive list of all of the age-based, static and individual investment options in Texas' LoneStar 529 Plan.