Montana 529 plans

Montana offers a direct sold 529 plan with state tax savings of $3,000 single / $6,000 joint beneficiary if assets are invested in any 529 plan, along with federal tax benefits. The plan offers a diverse mix of both static and dynamic investments.

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Achieve Montana (Direct-Sold)

Achieve Montana (Direct-Sold) is direct sold 529 plan with investments options from Vanguard, Blackrock, Schwab, DFA & New York Life. It is currently not rated by Morningstar. Montana offers state tax benefits for residents.

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Low fees

Tax savings

Resident
Non-resident

Overall score

Resident45%
Non-resident45%
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