Ohio 529 plans

Ohio offers direct and advisor sold 529 plans with state tax savings of $4,000 single / $4,000 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.

Ohio state picture
CollegeAdvantage Direct 529 Savings Plan plan logo

CollegeAdvantage Direct 529 Savings Plan

CollegeAdvantage Direct 529 Savings Plan is direct sold 529 plan with investments options from Vanguard & DFA. It is currently rated silver by Morningstar. Ohio offers state tax benefits for residents.

Low fees
MorningstarSilver morningstar rating

Tax savings

Resident
Non-resident

Overall score

Resident73%
Non-resident55%
BlackRock CollegeAdvantage Advisor 529 Savings Plan plan logo

BlackRock CollegeAdvantage Advisor 529 Savings Plan

BlackRock CollegeAdvantage Advisor 529 Savings Plan is advisor sold 529 plan with investments options from Blackrock. It is currently rated bronze by Morningstar. Ohio offers state tax benefits for residents.

Low fees
MorningstarBronze morningstar rating

Tax savings

Resident
Non-resident

Overall score

Resident53%
Non-resident35%
CollegeAdvantage Guaranteed Savings Fund plan logo

CollegeAdvantage Guaranteed Savings Fund

CollegeAdvantage Guaranteed Savings Fund is direct sold 529 plan with investments options from Vanguard & DFA. It is currently not rated by Morningstar. Ohio offers state tax benefits for residents.

Low fees

Tax savings

Resident
Non-resident

Overall score

Resident43%
Non-resident25%