West Virginia 529 plans

West Virginia offers direct and advisor sold 529 plans with state tax savings of full amount of contribution 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.

West Virginia state picture
SMART529 Direct plan logo

SMART529 Direct

SMART529 Direct is direct sold 529 plan with investments options from Vanguard & Invesco. It is currently not rated by Morningstar. West Virginia offers state tax benefits for residents.

Low fees

Tax savings

Resident
Non-resident

Overall score

Resident54%
Non-resident28%
SMART529 Select plan logo

SMART529 Select

SMART529 Select is advisor sold 529 plan with investments options from DFA. It is currently not rated by Morningstar. West Virginia offers state tax benefits for residents.

Low fees

Tax savings

Resident
Non-resident

Overall score

Resident54%
Non-resident28%
The Hartford SMART529 plan logo

The Hartford SMART529

The Hartford SMART529 is advisor sold 529 plan with investments options from Hartford Funds, Blackrock, MFS & Invesco. It is currently rated neutral by Morningstar. West Virginia offers state tax benefits for residents.

Low fees

Tax savings

Resident
Non-resident

Overall score

Resident51%
Non-resident25%