Achieve Montana (Direct-Sold)

Achieve Montana is a 529 plan offered by the state of Montana to help families save for future education expenses. One unique aspect of this plan is its diverse investment options, including age-based portfolios, individual fund options, and even a socially responsible investment portfolio. Account holders can choose the investment strategy that aligns with their preferences and risk tolerance. Achieve Montana offers tax advantages such as tax-free growth and tax-free withdrawals for qualified education expenses. Montana residents may also be eligible for a state tax deduction on contributions, further incentivizing savings. The plan allows funds to be used at eligible educational institutions nationwide.