Oklahoma residents receive outstanding state plan benefits.
Learn about state tax benefits ↓Oklahoma residents receive outstanding state plan benefits.
Learn about state tax benefits ↓Featured 529 plans for Oklahoma residents:
Contributions to an Oklahoma 529 plan of up to $10,000 per year by an individual, and up to $20,000 per year by a married couple filing jointly, are deductible in computing Oklahoma taxable income, with a five-year carryforward of excess contributions.
TIAA-CREF Tuition Financing, Inc. is program manager for The Oklahoma College Savings Plan, a direct-sold program that utilizes TIAA-CREF mutual funds. The Oklahoma Dream 529 Plan is an advisor-sold savings program managed by Fidelity Investments.
Select the links below to see details on the Oklahoma 529 plans.
"Do-it-yourself" type plans in which the saver enrolls and sets up the initial investment. Fortunately most 529 plans make this simple! You'll pay no sales charges beyond fund and administrative fees.
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Plans offered by investment professionals. You'll gain the guidance of a financial advisor, but will incur sales charges and/or fees as you invest.
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529 ABLE accounts let Americans with disabilities save tax-deferred for education and other expenses without impacting eligibility for public benefits.
ABLE Plan
The State of Oklahoma has partnered with the State of Ohio to offer Oklahoma STABLE, a program that offers the STABLE Account Plan to eligible Oklahoma residents. The STABLE Account Plan is established pursuant to Ohio law (Ohio Revised Code §113.50-§113.56) in accordance with Section 529A, and is structured and operated by the Ohio Treasurer's Office and its Service Providers.
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