SMART529 Select

The SMART529 Select is a 529 college savings plan available in West Virginia that provides unique features for families saving for higher education. This plan offers a range of investment options, including age-based portfolios and individual fund choices, allowing participants to customize their investment strategy based on their risk tolerance and preferences. One standout feature of SMART529 Select is its association with well-known asset managers, providing participants access to professionally managed investment options. Additionally, the plan offers potential state tax benefits, including a deduction for West Virginia residents' contributions. SMART529 Select also allows for flexibility in using funds at eligible colleges, universities, and trade schools nationwide. Overall, this plan provides West Virginia residents with a convenient and customizable way to save for educational expenses.
EnrollState Tax Incentive
Full amount of contribution
Program Manager
Hartford Funds Management Company
Investment Manager(s)
DFA
Plan type
Advisor
Investments
Guided Investments
age-based
ESG Investments
No
Avg. expense fee
0.650%
Fee Range
N/A
Ratings
Backer Rating
Our rating is based on fees and tax savings advantages.
54%
for WV residents
28%
non-residents
Saving For College
Unbiased, independent resource for parents.
5
for WV residents
4
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
General Recommendation
This is an advisor sold 529 plan, not rated by Morningstar.