College & Career


USAA 529 College Savings Plan
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Nevada's USAA 529 College Savings Plan is available to the general public and features age-based and static porfolio options utilizing USAA mutual funds. Accounts can be linked to the Upromise rewards service.

Program Details
  • Summary: Nevada's USAA 529 College Savings Plan is available to the general public and features age-based and static porfolio options utilizing USAA mutual funds. Accounts can be linked to the Upromise rewards service.
  • Program type: Savings
  • Program manager: Ascensus College Savings
  • 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 initial contribution is $50 with the establishment of an automatic investment plan of at least $50 per month ($15 for contributions through Ugift), or $250 lump-sum contribution.
  • Age-based investment options: The Age-Based Option contains 9 portfolios of underlying mutual funds. Contributions are placed into the portfolio corresponding to the age of the beneficiary, and later reassigned to more conservative portfolios as the beneficiary approaches college age.
  • Static investment options: Select among 10 Fixed Allocation portfolios (Very Aggressive, Aggressive Growth, Growth, Moderately Aggressive, Moderate, Moderately Conservative, Conservative, Very Conservative and In-College) and a money-market portfolio (Preservation of Capital).
  • Underlying investments: USAA mutual funds.
  • Enrollment or application fee: None.
  • Account maintenance fee: $10 annual minimum balance fee for accounts with a balance of less than $1,000 that are not in an automatic investment plan. Waived for accounts with a Nevada resident as account owner or beneficiary.
  • Program management fees: 0.15%
  • Expenses of the underlying investments: Not applicable., 0.54% - 0.99%.
  • Total asset-based expense ratio: 0.65% to 1.14%
  • Program match on contributions: The USAA Distinguished Valor Matching Grant Program matches up to a lifetime maximum of $1,500 of contributions to this 529 plan with an annual maximum match of $300. The account owner or the beneficiary must be a Nevada resident at the time the grant application is submitted. Grant applicants may apply under two categories: 1) the account owner must serve currently on active duty in the U. S. military and have an adjusted gross household income of less than $95,000, and the beneficiary must be a child of the Account Owner and be under the age of 13, or 2) the account owner or the account owner's spouse must be the recipient of a Purple Heart in either Operation Enduring Freedom or Iraqi Freedom (service beginning October 7, 2001 and ending August 31, 2010), and the beneficiary must be a child or the spouse of the Purple Heart recipient.
  • State tax deduction or credit for contributions: Not applicable. Nevada does not have a personal income tax.
  • Web site: Click here to visit
  • Telephone: 1-800-531-8722
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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.

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