New Visitors Privacy Policy Sponsorship Contact Us Media
Baby Boomers Family Green Home and Auto In Critical Condition Just Starting Out Lifestyle Money
- advertisement -
Bankrate.com
News & Advice Compare Rates Calculators
Rate Alerts  |  Glossary  |  Help
Mortgage Home
Equity
Auto CDs &
Investments
Retirement Checking &
Savings
Credit
Cards
Debt
Management
College
Finance
Taxes Personal
Finance

Nevada


The Vanguard 529 Savings Plan


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

Summary
Nevada 's Vanguard 529 Savings Plan is administered by Ascensus College Savings but carries the Vanguard br and features a wide offering of Vanguard mutual funds in its age-based and static portfolio options. Accounts can be linked to the Upromise rewards service.

Program Details
Summary: Nevada 's Vanguard 529 Savings Plan is administered by Ascensus College Savings but carries the Vanguard br and features a wide offering of Vanguard mutual funds in its age-based and static portfolio options. Accounts can be linked to the Upromise rewards service.
Program type: Savings
Program manager: Upromise Investments, Inc.
State residency requirements: None
Maximum contributions: Accepts contributions until all account balances in Nevada's 529 plans for the same beneficiary reach $370,000.
Minimum contributions: The minimum initial contribution is $3,000 or $50 through an employer automatic investment plan. The minimum initial contribution for Nevada residents is $1,000 or $50 through employer automatic investment. The minimum subsequent contribution is $50.
Age-based investment options: The Age-Based Option offers a choice among 3 different risk levels (Aggressive, Moderate, or Conservative) each containing 5 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the selected risk level and number of years to expected enrollment, and later reassigned to more conservative portfolios as the beneficiary approaches college age.
Static investment options: Select among 5 multi-fund portfolios (Aggressive Growth, Growth, Moderate Growth, Conservative Growth, and Income) and 14 individual-fund portfolios.
Underlying investments: Vanguard mutual funds.
Enrollment or application fee: None.
Account maintenance fee: $20 annually on accounts below $3,000.
Program management fees: 0.19% manager fee for the age-based options and a range of 0.19% to 0.49% for all other options. Fees include underlying fund expenses.
Expenses of the underlying investments: Not applicable, included in the program management fee.
Total asset-based expense ratio: 0.19% - 0.49%
Program match on contributions: None.
State tax deduction or credit for contributions: Not applicable. Nevada does not have a personal income tax.
Web site: Click here to visit
Telephone: 1-866-734-4530
Twitter
Facebook
Compare more 529 plans
     

 

 
 

Powered by Savingforcollege.com
Copyright 2005 Savingforcollege.com, LLC. All Rights Reserved.
Bankrate disclaimer: The following disclaimer (revised only to the extent necessary to maintain consistent defined terms with Bankate.com’s Terms of Use) shall be displayed on or be accessible from the web pages(s) featuring Company’s Web Site Content: “The information contained in this material and related materials ("Information") is based on information from sources believed to be accurate and reliable and every reasonable effort has been made to make the Information as complete and accurate as possible but such completeness and accuracy cannot and is not guaranteed. The reader and user of the Information should use the Information as a general guide and not as the ultimate source of information. The Information is not intended to include every possible bit of information regarding the Information but rather to complement and supplement information otherwise available and the reader and user should use the Information accordingly. The Information contains information about tax and other laws and these laws may change. The reader and user should realize that any investment involves risk and the assumptions and projections used in the Information may not be how the investments turn out. The reader and user should consult with their own tax, financial and legal advisors about all of the Information.”
College Financing
Compare today's rates
NATIONAL OVERNIGHT AVERAGES
Stafford - in school 4.66%
PLUS loan 7.21%
Private loan 7.35%

RELATED CALCULATORS
  College planning  
  Tax-free savings  
  Financial aid  
  Home equity loan  
VIEW ALL 

BASICS SERIES
College Financing Basics
Where there's a will, there's a way to pay.
The value of a degree
What is a 529 plan?
Getting more financial aid
Paying off student loans
- advertisement -

About Bankrate | Privacy Policy/Your California Privacy Rights | Online Media Kit | Partnerships | Investor Relations | Press Room | Contact Us | Sitemap
NYSE: RATE | RSS Feeds |

* Mortgage rate may include points. See rate tables for details. Click here.
* To see the definition of overnight averages click here.

Bankrate.com ®, Copyright © 2014 Bankrate, Inc., All Rights Reserved, Terms of Use.