Arizona Goldman Sachs 529 Plan - Arizona

The Goldman Sachs 529 plan, available in Arizona, offers unique features that set it apart for families saving for education expenses. Managed by Goldman Sachs Asset Management, this plan provides a wide range of investment options, including target date portfolios and individual fund choices, allowing for tailored investment strategies. One unique aspect of the plan is the Arizona state tax deduction on contributions, providing potential tax benefits for residents. Additionally, the plan offers a high maximum contribution limit of up to $529,000 per beneficiary, allowing families to save a substantial amount for education. Lastly, the Goldman Sachs 529 plan provides a convenient online platform for account management, making it easy to monitor and manage investments.
EnrollState Tax Incentive
$2,000 single or head of household / $4,000 joint (any state plan) beneficiary
Program Manager
Goldman Sachs
Investment Manager(s)
Goldman Sachs, Schwab
Plan type
Advisor
Investments
Guided Investments
age-based
ESG Investments
Yes
Avg. expense fee
0.650%
Fee Range
0.32%-2.24%
Ratings
Backer Rating
Our rating is based on fees and tax savings advantages.
34%
for AZ residents
34%
non-residents
Other
Connect with Mint.com
Track your finances in one place.
No
Connect with Backer
Full end to end enrollment, gifting and plan management.
Gifting Only
Mobile app
Backer App covers this plan.
No
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General Recommendation
This is an advisor sold 529 plan, not rated by Morningstar.