Indiana offers direct and advisor sold 529 plans with state tax savings of 20% tax credit on contributions up to $5,000 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.
CollegeChoice 529 Direct Savings Plan is direct sold 529 plan with investments options from Vanguard, Schwab & Blackrock. It is currently rated bronze by Morningstar. Indiana offers state tax benefits for residents.
CollegeChoice CD 529 Savings Plan is direct sold 529 plan with investments options from FDIC - NexBank. It is currently not rated by Morningstar. Indiana offers state tax benefits for residents.
CollegeChoice Advisor 529 Savings Plan is advisor sold 529 plan with investments options from Vanguard, Schwab, Blackrock, DFA & T. Rowe Price. It is currently rated neutral by Morningstar. Indiana offers state tax benefits for residents.