Connecticut 529 plans

Connecticut offers direct and advisor sold 529 plans with state tax savings of $5,000 single / $10,000 joint beneficiary if assets are invested in the home state 529 plan, along with federal tax benefits. The plans offer a diverse mix of both static and dynamic investments.

Connecticut state picture
Connecticut Higher Education Trust (CHET) plan logo

Connecticut Higher Education Trust (CHET)

Connecticut Higher Education Trust (CHET) is direct sold 529 plan with investments options from Fidelity. It is currently rated bronze by Morningstar. Connecticut offers state tax benefits for residents.

Low fees
MorningstarBronze morningstar rating

Tax savings

Resident
Non-resident

Overall score

Resident66%
Non-resident49%
Connecticut Higher Education Trust (CHET) Advisor Plan plan logo

Connecticut Higher Education Trust (CHET) Advisor Plan

Connecticut Higher Education Trust (CHET) Advisor Plan is advisor sold 529 plan with investments options from Fidelity. It is currently rated neutral by Morningstar. Connecticut offers state tax benefits for residents.

Low fees

Tax savings

Resident
Non-resident

Overall score

Resident43%
Non-resident25%