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 accounts of up to $180 ($360 if filing jointly). The amount the taxpayer must contribute to get the full credit increases based on the taxpayer's income. The tax credit provides the same maximum credit to all Oregonians who are saving for college, community college, trade school, or any other post-secondary education.
Oregon's direct-sold Oregon College Savings Plan (OCSP) plan is available to residents of any state. The plan offers portfolios featuring industry-leading mutual fund companies, as overseen by independent experts.
"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.
Our rating
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 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.
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.
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.