Massachusetts 529 plans

Massachusetts offers direct and advisor sold 529 plans with state tax savings of $1,000 single / $2,000 joint beneficiary if assets are invested in the home state 529 plan, along with federal tax benefits. The plans offer a diverse mix of both static and dynamic investments.

Massachusetts state picture
U.Fund College Investing Plan plan logo

U.Fund College Investing Plan

U.Fund College Investing Plan is direct sold 529 plan with investments options from Fidelity. It is currently rated silver by Morningstar. Massachusetts offers state tax benefits for residents.

Low fees
MorningstarSilver morningstar rating

Tax savings

Resident
Non-resident

Overall score

Resident56%
Non-resident48%
U.Plan Prepaid Tuition Program plan logo

U.Plan Prepaid Tuition Program

U.Plan Prepaid Tuition Program is advisor sold 529 plan with investments options from Various. It is currently not rated by Morningstar. Massachusetts offers state tax benefits for residents.

Low fees

Tax savings

Resident
Non-resident

Overall score

Resident34%
Non-resident25%