Oregon residents receive numerous state plan benefits.
Learn about state tax benefits ↓Oregon residents receive numerous state plan benefits.
Learn about state tax benefits ↓Featured 529 plans for Oregon residents:
Oregon taxpayers are eligible to receive a state tax credit for contributions to a 529 account of up to $180/year for single filers. The amount the taxpayer must contribute to get the full credit increases based on the taxpayer's income.
The Oregon College Savings Plan (OCSP) features enrollment-based and static portfolio options diversified across several industry-leading mutual funds, and overseen by independent experts dedicated to maximizing the value of your investments. OCSP offers a Social Choice Balanced fund, as well as an FDIC-Insured Option. Oregon residents may enjoy a refundable state tax credit for contributions to the plan.
More information on each Oregon 529 plan can be viewed by clicking on the following links.
"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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4 / 5
Special award
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.
Our rating
3.5 / 5
529 ABLE accounts let Americans with disabilities save tax-deferred for education and other expenses without impacting eligibility for public benefits.
ABLE Plan
The ABLE for All plan is established pursuant to the ABLE Act and sections 178.300 to 178.380 of the Oregon Revised Statutes, as amended (the "Oregon Act"). The plan is designed to be a "qualified ABLE program", which status permits a beneficiary of an ABLE Account established under the plan to make tax-free withdrawals to pay for qualified disability expenses under certain circumstances.
ABLE Plan
The Oregon ABLE Savings Plan is established pursuant to the ABLE Act and sections 178.300 to 178.380 of the Oregon Revised Statutes, as amended (the "Oregon Act"). The Plan is designed to be a "qualified ABLE program", which status permits a beneficiary of an ABLE account established under the plan to make tax-free withdrawals to pay for qualified disability expenses under certain circumstances.
A good place to start:
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Saving For College is an unbiased, independent resource for parents and financial professionals, providing them with information and tools to understand the benefits of 529 college savings plans and how to meet the challenge of increasing college costs.