College Savings Iowa 529 Plan

The College Savings Iowa plan offers unique features tailored to families saving for education expenses in Iowa. Managed by the Iowa State Treasurer's Office and distributed by Vanguard, this plan provides a variety of investment options, including age-based portfolios and individual fund choices, allowing for customization based on investment preferences. It stands out with its generous state income tax benefits, including a state tax deduction on contributions for Iowa taxpayers. Additionally, the plan offers a high maximum contribution limit, providing families with the opportunity to save a significant amount for education. The College Savings Iowa plan also provides easy online account management.

Enroll

State Tax Incentive

$3,439 single / $6,878 joint beneficiary

Program Manager

Ascensus

Investment Manager(s)

Vanguard

Plan type

Direct

Investments

Guided Investments

age-based

ESG Investments

No

Avg. expense fee

0.180%

Fee Range

0.18%-0.180%

Ratings

Backer Rating

Our rating is based on fees and tax savings advantages.

65%

for IA residents

48%

non-residents

Saving For College

Unbiased, independent resource for parents.

4.5

for IA residents

4

non-residents

Morningstar Rating

Once a year, the financial services firm Morningstar releases its 529 ratings.

Bronze

Other

Connect with Mint.com

Track your finances in one place.

Yes

Connect with Backer

Full end to end enrollment, gifting and plan management.

Enrollment

Mobile app

Backer App covers this plan.

Yes

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Check out latest news about this plan.

@Iowa529Plan

General Recommendation

This is a direct sold 529 plan, rated as bronze by Morningstar.