CollegeChoice Advisor 529 Savings Plan
The CollegeChoice Advisor 529 Savings Plan in Indiana offers unique features for families seeking professional guidance in their education savings journey. Managed by Ascensus College Savings and distributed by financial advisors, this plan provides personalized advice and expertise to help account holders navigate their investment choices. It offers a variety of investment options, including age-based portfolios and individual fund choices, allowing for customization based on risk tolerance and investment preferences. The plan also offers potential state tax benefits for Indiana residents, including a state income tax credit on contributions.
EnrollState Tax Incentive
20% tax credit on contributions up to $5,000 ($1,000 maximum credit)
Program Manager
Ascensus
Investment Manager(s)
Vanguard, Schwab, Blackrock, DFA, T. Rowe Price
Plan type
Advisor
Investments
Guided Investments
age-based
ESG Investments
No
Avg. expense fee
0.720%
Fee Range
0.71%-1.51%
Ratings
Backer Rating
Our rating is based on fees and tax savings advantages.
43%
for IN residents
25%
non-residents
Saving For College
Unbiased, independent resource for parents.
4.5
for IN residents
4
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
Plan in the news?
Check out latest news about this plan.
General Recommendation
This is an advisor sold 529 plan, rated as neutral by Morningstar.
