Vermont 529 plans

Vermont offers a direct sold 529 plan with state tax savings of 10% tax credit on up to $2,500 single / $5,000 joint beneficiary (maximum $250 tax credit per taxpayer, per beneficiary) if assets are invested in the home state 529 plan, along with federal tax benefits. The plan offers a diverse mix of both static and dynamic investments.

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Vermont Higher Education Investment Plan (VHEIP) plan logo

Vermont Higher Education Investment Plan (VHEIP)

Vermont Higher Education Investment Plan (VHEIP) is direct sold 529 plan with investments options from TIAA, Vanguard & DFA. It is currently not rated by Morningstar. Vermont offers state tax benefits for residents.

Low fees

Tax savings

Resident
Non-resident

Overall score

Resident40%
Non-resident31%