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