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.

Enroll

State 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.