ScholarShare is here to support families preparing for their children’s higher education. With a tax-advantaged savings opportunity, compound interest potential and just $25 to get started, ScholarShare can help families start small and save big.
$25 to get started and $15 for payroll deduction – and a maximum contribution limit of $475,000 per beneficiary
No application fee, no transfer fee, no commission, no annual maintenance fee
Low fee investment portfolios. Total annual asset based fees range from 0.27% to 0.58% for the actively managed investment options and 0.09%- 0.21% for the passively managed investment options depending on the investment portfolio
19 investment options featuring leading institutional investment managers. The investment lineup features leading institutional investment managers: T. Rowe Price, Dimensional Fund Advisors, PIMCO, Metropolitan West & TIAA-CREF Asset Management
Active & passive age-based portfolios, multi-fund asset allocation portfolios, single-fund portfolios, and a principal protected portfolio option
Easy enrollment, online access, resources and account access through ScholarShare.com
Before investing in any 529 plan, you should consider whether the state where you or your beneficiary resides has a 529 plan that offers favorable state tax benefits providing taxpayers with state tax or other benefits that are only available through the state’s 529 plan. Please refer to your state 529 plan’s disclosure booklet. Taxpayers should seek advice, based on their own particular circumstances, from a tax or financial professional. State-based benefits is one of many factors to be considered when making a decision about a 529 plan.
The ScholarShare 529 College Savings Plan total annual asset based fees as of December 31, 2016.