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description=Start saving for college with Oklahoma s 529 plan. Tax advantages, low fees, flexible options, and easy enrollment for as little as $25.;
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Text of the page (random words):
oklahoma 529 college savings plan oklahoma 529 skip to the main content accessibility statement turn animations off oklahoma 529 at work news search log in search submit log in why oklahoma 529 benefits of our 529 a plan for everyone about us learn and plan how our 529 works compare ways to save the cost of college investment options compare investment options enrollment year options risk based options guaranteed option daily price performance fees expenses resources popular resources planning tools faqs gifting events webinars glossary financial professionals upromise account center how tos forms open an account oklahoma 529 at work news build their future now with oklahoma 529 a flexible and tax advantaged way to save for college celebrating more than 25 years of helping families achieve their higher education savings goals how our 529 works oklahoma 529 is the only direct sold 529 plan with an oklahoma tax deduction when you pay fewer taxes you have more to grow your education savings oklahoma 529 has a state tax deduction up to 20 000 joint or 10 000 single with a 5 year carry forward limitations apply 1 get started today why oklahoma 529 we offer a wide range of benefits that aim to meet your college savings needs whatever they are and whenever they happen explore benefits unique tax advantages 100 tax deferred growth and oklahoma taxpayers can reduce their state taxable income by up to 20 000 per year carry forward larger amounts up to five years limitations apply 1 flexible families can pay for a range of qualified educational expenses withdraw money as needed and even transfer funds to eligible beneficiaries 2 range of investment options investment portfolios to fit your life situation risk tolerance and savings goals low fees and expenses less than half the average expenses of other 529 plans which means more money for college 3 ok529 a history of helping families meet their college saving goals established history helping families save for education for more than 25 years trusted by thousands serving almost 100 000 students for 25 years 4 managing more than 1 6 billion in assets in more than 75 000 accounts as of 12 31 25 4 delivering on promises oklahoma families have withdrawn more than 1 2 billion for more than 49 000 students 4 college savings leader more than 6 700 accounts opened in 2025 4 it takes only 15 minutes and 25 to start saving for college 1 step 1 learn and explore learn how the oklahoma 529 works its benefits and how the funds can be used how our 529 plan works 2 step 2 pick a portfolio choose investment options that fit your needs and goals investment options 3 step 3 start saving open your oklahoma 529 account today and begin contributing to your child s future open an account more resources to explore access your account on the go with the readysave 529 app you can securely access your oklahoma 529 account check your balance add money and more download today join a webinar supplement your knowledge by viewing a webinar with an oklahoma 529 specialist view a session compare ways to save learn how oklahoma 529 compares with other college savings options start comparing want more time before getting started sign up to receive oklahoma 529 information and college savings tips enter your email address required submit why oklahoma 529 benefits of our 529 a plan for everyone about us learn plan how our 529 works compare ways to save the cost of college investment options compare investment options enrollment year risk based guaranteed daily price performance fees expenses resources popular resources planning tools faqs gifting events webinars glossary financial professionals upromise account center how tos forms open an account need help call 1 877 654 7284 contact us follow us access your account on the go with the readysave 529 app managed by tiaa cref tuition financing inc tfi privacy policy financial statement accessibility statement sitemap security center plan description disclosures footnotes 1 oklahoma taxpayers can reduce their state taxable income up to 20 000 if married filing jointly 10 000 filing single from contributions made into oklahoma 529 2 if the funds aren t used for qualified higher education expenses a 10 penalty tax on earnings as well as federal and state income taxes may apply 3 source iss market intelligence 529 college savings fee analysis q4 2025 oklahoma 529 s average annual asset based fees are 0 20 for all portfolios compared to 0 49 for all 529 plans 4 based on statistics provided as of 12 31 2025 for more information about oklahoma 529 call 1 877 654 7284 or see the plan description which includes investment objectives risks charges expenses and other important information read and consider it carefully before investing please note before you invest consider whether your or the beneficiary s home state offers any state tax or other state benefits such as financial aid scholarship funds and protection from creditors that are only available for investments in that state s qualified tuition program you should also consult your legal or tax professional for tax advice based on your own circumstances investments in the plan are neither insured nor guaranteed and there is the risk of investment loss if the funds aren t used for qualified higher education expenses a federal 10 penalty tax on earnings as well as federal and state income taxes may apply oklahoma 529 is offered by the state of oklahoma tiaa cref tuition financing inc tfi program manager tiaa cref individual institutional services llc member finra distributor and underwriter for oklahoma 529 the plan web site contains links to other web sites neither the plan nor tfi and its affiliates are responsible for the content of those other web sites the accuracy of information on those sites cannot be confirmed all social media platforms are managed by the state of oklahoma 5129838 close need help finding something type in the search bar below search submit back to top