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.

Enroll

State 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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Check out latest news about this plan.

@AZ_529

General Recommendation

This is an advisor sold 529 plan, not rated by Morningstar.