IAdvisor 529 Plan
The iAdvisor 529 Plan in Iowa offers unique features designed to assist families in saving for education expenses. Managed by Principal Global Investors and distributed by Voya, this plan provides a variety of investment options, including age-based portfolios and individual fund choices, allowing for customization based on risk tolerance and investment preferences. It stands out with its advisor-sold structure, providing personalized guidance and support from financial professionals. The plan also offers potential state tax benefits, including a state income tax deduction on contributions for Iowa residents. Moreover, the iAdvisor 529 Plan provides easy online account management.
EnrollState Tax Incentive
$3,439 single / $6,878 joint beneficiary
Program Manager
Voya Investment Management
Investment Manager(s)
Voya, Invesco, Blackrock
Plan type
Advisor
Investments
Guided Investments
age-based
ESG Investments
No
Avg. expense fee
0.530%
Fee Range
0.35%-0.69%
Ratings
Backer Rating
Our rating is based on fees and tax savings advantages.
43%
for IA residents
25%
non-residents
Saving For College
Unbiased, independent resource for parents.
4
for IA residents
3.5
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
General Recommendation
This is an advisor sold 529 plan, not rated by Morningstar.
