TD Ameritrade 529 College Savings Plan
The TD Ameritrade 529 Plan is a comprehensive program designed to help families save for educational expenses. One unique aspect of this plan is its partnership with leading financial institution TD Ameritrade, offering account holders access to a wide range of investment products and resources. The plan provides various investment options, including age-based portfolios and individual fund options, allowing investors to tailor their strategy based on their goals and risk tolerance. Additionally, the plan offers tax advantages such as tax-free growth and tax-free withdrawals for qualified education expenses. It also provides flexibility in terms of choosing eligible educational institutions nationwide.
EnrollState Tax Incentive
$5,000 single / $10,000 joint beneficiary
Program Manager
UBT
Investment Manager(s)
TD Ameritrade
Plan type
Direct
Investments
Guided Investments
age-based
ESG Investments
No
Avg. expense fee
0.230%
Fee Range
0.19%-0.38%
Ratings
Backer Rating
Our rating is based on fees and tax savings advantages.
53%
for NE residents
35%
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 a direct sold 529 plan, not rated by Morningstar.
