New York offers direct and advisor sold 529 plans with state tax savings of $5,000 single / $10,000 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.
New York’s 529 College Savings Program Direct Plan is direct sold 529 plan with investments options from Vanguard. It is currently rated silver by Morningstar. New York offers state tax benefits for residents.
New York‚Äö 529 Advisor-Guided College Savings Program is advisor sold 529 plan with investments options from JPMorgan. It is currently rated neutral by Morningstar. New York offers state tax benefits for residents.