Rhode Island offers direct and advisor sold 529 plans with state tax savings of $500 single / $1,000 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.
CollegeBound Saver (Direct-Sold) is direct sold 529 plan with investments options from Invesco, Vanguard, Blackrock & Schwab. It is currently not rated by Morningstar. Rhode Island offers state tax benefits for residents.
CollegeBound 529 (Advisor-Sold) is advisor sold 529 plan with investments options from Invesco. It is currently not rated by Morningstar. Rhode Island offers state tax benefits for residents.