California 529 plans

California offers a direct sold 529 plan. The plan offers a diverse mix of both static and dynamic investments and all investment gains are tax-free at the federal level, regardless of owner and beneficiary state residency.

California state picture
ScholarShare College Savings Plan plan logo

ScholarShare College Savings Plan

ScholarShare College Savings Plan is direct sold 529 plan with investments options from T. Rowe Price, TIAA, Vanguard, DFA & PIMCO. It is currently rated bronze by Morningstar. California does not offer state tax benefits for residents.

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Low fees
MorningstarBronze morningstar rating

Tax savings

Resident
Non-resident

Overall score

Resident45%
Non-resident45%
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