South Dakota offers direct and advisor sold 529 plans. The plans offer a diverse mix of both static and dynamic investments and all investment gains are tax-free at the federal level, regardless of owner and beneficiary state residency.
CollegeAccess 529 (Direct-Sold) is direct sold 529 plan with investments options from American Funds, DFA, PIMCO, TIAA & Dodge & Cox. It is currently not rated by Morningstar. South Dakota does not offer state tax benefits for residents.
CollegeAccess 529 (Advisor-Sold) is advisor sold 529 plan with investments options from American Funds, DFA, PIMCO, TIAA & Dodge & Cox. It is currently rated negative by Morningstar. South Dakota does not offer state tax benefits for residents.