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TD Ameritrade 529 College Savings Plan

5 Cap Ratings
(Resident Rating) (Non-Resident Rating)

Nebraska's TD Ameritrade 529 College Savings Plan is very similar to The Nebraska Education Savings Trust, but is offered through discount broker TD Ameritrade at a slightly higher cost than the direct-sold Nebraska plan.

Program Details
Summary: Nebraska's TD Ameritrade 529 College Savings Plan is very similar to The Nebraska Education Savings Trust, but is offered through discount broker TD Ameritrade at a slightly higher cost than the direct-sold Nebraska plan.
Program type: Savings
Program manager: First National Bank of Omaha
State residency requirements: None
Maximum contributions: Accepts contributions until all account balances in Nebraska's 529 plans for the same beneficiary reach $360,000.
Minimum contributions: No minimum.
Age-based investment options: The Age-Based Portfolios option offers a choice among 4 different risk levels (Aggressive, Growth, Index, and Conservative) each containing 5 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the selected risk level and beneficiary's age, and later reassigned to more conservative portfolios as the beneficiary approaches college age.
Static investment options: Select among 3 static investment portfolios with varying risk tolerances and 17 individual-fund portfolios.
Underlying investments: Vanguard, American Century, iShares, State Street, Tributary, T. Rowe Price, Goldman Sachs, and PIMCO mutual funds.
Enrollment or application fee: None.
Account maintenance fee: None.
Program management fees: 0.27% manager fee, plus a distribution fee of 0.19% and a 0.03% fee to the state.
Expenses of the underlying investments: Ranges from 0.06% to 0.17% (portfolio weighted average) in the age-based and static multi-fund portfolios, and from 0.0175% to 0.99% in the individual-fund portfolios.
Total asset-based expense ratio: 0.51% - 1.48%
Program match on contributions: None.
State tax deduction or credit for contributions: Contributions to a Nebraska 529 plan of up to $10,000 per year for single taxpayers and married taxpayers filing jointly, and up to $5,000 per year for married taxpayers filing separately, are deductible in computing Nebraska taxable income. Contributions made by the account owner or parents or guardians of UTMA/UGMA accounts are deductible. Contribution deadline is December 31 postmark.
Web site: Click here to visit
Telephone: 1-877-408-4644
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