Learning Quest 529 Education Savings Program (Direct-Sold)
The Learning Quest Advisor plan in Kansas offers unique features designed to provide families with professional guidance in their education savings journey. Managed by American Century Investments and distributed through financial advisors, this plan offers personalized advice and expertise to help account holders navigate their investment choices. It provides 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 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)
Vanguard
Plan type
Direct
Investments
Guided Investments
age-based
ESG Investments
No
Avg. expense fee
0.560%
Fee Range
0.18%-0.54%
Ratings
Backer Rating
Our rating is based on fees and tax savings advantages.
45%
for KS residents
45%
non-residents
Saving For College
Unbiased, independent resource for parents.
5
for KS residents
4.5
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.
Yes
Plan in the news?
Check out latest news about this plan.
General Recommendation
This is a direct sold 529 plan, rated as neutral by Morningstar.
