Learning Quest 529 Education Savings Program (Advisor-Sold)
The Learning Quest 529 Education Savings Program Direct-Sold plan in Kansas offers unique features for families saving for education expenses. Managed by American Century Investments, 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 low investment minimums, making it accessible to a wide range of investors. The plan also offers potential state tax benefits for Kansas residents, including a state income tax deduction on contributions.
EnrollState Tax Incentive
$3,000 single / $6,000 joint beneficiary (any state plan), above the line exclusion from income
Program Manager
American Century Investment Management, Inc.
Investment Manager(s)
T. Rowe Price, Principal, American Century
Plan type
Advisor
Investments
Guided Investments
age-based
ESG Investments
No
Avg. expense fee
0.640%
Fee Range
0.32%-0.98%
Ratings
Backer Rating
Our rating is based on fees and tax savings advantages.
43%
for KS residents
43%
non-residents
Saving For College
Unbiased, independent resource for parents.
4
for KS 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, not rated by Morningstar.
