NEST Advisor College Savings Plan
The Nebraska Education Savings Trust Advisor College Savings Plan is a 529 plan specifically designed to help families save for higher education expenses. One unique aspect of this plan is that it is advisor-sold, meaning it is available through financial advisors who can provide personalized guidance and support. The plan offers a range of investment options, including age-based portfolios and individual fund options, allowing account holders to customize their investment strategy. It provides tax advantages, such as tax-free growth and tax-free withdrawals for qualified education expenses. Additionally, Nebraska residents may be eligible for a state income tax deduction on contributions made to the plan, maximizing savings potential.
EnrollState Tax Incentive
$5,000 single / $10,000 joint beneficiary
Program Manager
UBT
Investment Manager(s)
Vanguard, DFA, T. Rowe Price, Fidelity, PGIM
Plan type
Advisor
Investments
Guided Investments
age-based
ESG Investments
No
Avg. expense fee
0.590%
Fee Range
0.17%-1.27%
Ratings
Backer Rating
Our rating is based on fees and tax savings advantages.
43%
for NE residents
25%
non-residents
Saving For College
Unbiased, independent resource for parents.
5
for NE 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.
No
General Recommendation
This is an advisor sold 529 plan, rated as neutral by Morningstar.
