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Vermont 529 plans
Vermont residents receive outstanding state plan benefits.
Learn about state tax benefits ↓Vermont residents receive outstanding state plan benefits.
Learn about state tax benefits ↓Featured 529 plans for Vermont residents:
State tax deduction or credit
Contributions to the Vermont 529 plan of up to $2,500 per beneficiary by an individual, and up to $5,000 per beneficiary by married taxpayers who each contribute to their own accounts, are eligible for a 10% tax credit against Vermont income tax. The pre-filled "Maximum yearly in-state deduction" assumes one beneficiary. Adjust "Maximum yearly in-state deduction" for multiple accounts with separate beneficiaries, but do not exceed the amount of investment in "This year's 529 investment". Because the benefit is expressed as a credit, the tax rate entered in "State Tax Rate" is pre-filled as 10%.
Which 529 plans does Vermont offer?
Vermont’s 529 plan is managed by Intuition College Savings, LLC and features age-based and equity options utilizing Vanguard, TIAA-CREF and DFA funds.
More information about the Vermont Higher Education Investment Plan can be found by clicking on the link to the 529 plan details below.
Direct sold 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.
Our rating
3 / 5
ABLE Plans
529 ABLE accounts let Americans with disabilities save tax-deferred for education and other expenses without impacting eligibility for public benefits.
ABLE Plan
Through the Vermont ABLE program, the Vermont Treasurer's Office is offering STABLE Accounts to Vermonters with disabilities. STABLE Accounts allow individuals with disabilities to save and invest money without losing eligibility for certain public benefits programs, like Medicaid, SSI, or SSDI. Earnings in your STABLE Account are not subject to federal income tax, so long as you spend them on qualified disability expenses.
A good place to start:
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