Oklahoma Dream 529 Plan

The OklahomaDream 529 Plan is a 529 plan available in Oklahoma that offers families a comprehensive solution for saving for higher education expenses. One unique aspect of this plan is its focus on flexibility and choice, allowing account holders to select from a variety of investment options, including age-based portfolios and individual fund options. This enables investors to customize their strategy based on their goals and risk tolerance. The plan offers tax advantages, such as tax-free growth and tax-free withdrawals for qualified education expenses. Additionally, Oklahoma residents may be eligible for a state income tax deduction for contributions made to the plan, maximizing savings potential. The OklahomaDream 529 Plan aims to help families efficiently save for their educational goals.

Enroll

State Tax Incentive

$10,000 single / $20,000 joint beneficiary annually, five-year carry-forward of excess contributions

Program Manager

Fidelity Investments

Investment Manager(s)

Fidelity

Plan type

Advisor

Investments

Guided Investments

age-based

ESG Investments

No

Avg. expense fee

1.250%

Fee Range

0.47%-1.79%

Ratings

Backer Rating

Our rating is based on fees and tax savings advantages.

51%

for OK residents

25%

non-residents

Saving For College

Unbiased, independent resource for parents.

4.5

for OK 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.

Yes

Plan in the news?

Check out latest news about this plan.

@Oklahoma529

General Recommendation

This is an advisor sold 529 plan, not rated by Morningstar.