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Last updated at November 11th, 2020Please note: The PA 529 Investment Plan (IP) will be making some important changes which will take effect April 27, 2018. Details of these changes are available here. During the implementation process, PA 529 IP account owners will not be able to access their accounts online or by phone from 4:00 PM (EST) on Thursday, April 26, 2018, until 8:00 AM (EST) on Monday, April 30, 2018.
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Status : OnlineThe Pennsylvania 529 College and Career Savings Program sponsors three plans – the PA 529 Guaranteed Savings Plan (GSP), the PA 529 Investment Plan (IP), and Keystone Scholars. The guarantee of the PA 529 Guaranteed Savings Plan is an obligation of the GSP Fund, not the Commonwealth of Pennsylvania or any state agency.
Status : OnlinePennsylvania's 529 Investment Plan is available to residents of any state, and offers 15 Vanguard investment options, including a socially responsible equity portfolio. Pennsylvania residents may enjoy a state tax deduction for contributions to the plan.
Status : OnlineIn the Pennsylvania 529 Guaranteed Savings Plan, Pennsylvania residents acquire units that increase in value over time to track average tuition increases in one of several school categories as selected by the participant. The ability to switch categories retroactively makes this a flexible option to lock in tuition no matter which particular college the beneficiary attends. Accounts can be ...
Status : OnlinePennsylvania’s 529 Investment Plan is managed by the Pennsylvania Treasury Department with recordkeeping and investment services provided by Ascensus College Savings and The Vanguard Group respectively. The program features 3 age-based investment options and 14 static investment options, including a socially responsible equity portfolio, using Vanguard-managed portfolios.
Status : OnlineThe Pennsylvania plan does not count assets in a 529 account when calculating financial aid for state residents, unlike many 529 plans. You can use a Pennsylvania 529 to give a gift, since the entire value of your account is also exempt from the Pennsylvania inheritance tax. Plus, the account owner, not the beneficiary, retains control over the ...
Status : OnlineHow Does the PA 529 Guaranteed Savings Plan (GSP) Work? When you open an account with the PA 529 GSP, you choose a tution level which can span from a two-year, in-state community college to a four-year Ivy League school. Each of these would have a different GSP credit rate, which changes each enrollment period.
Status : OnlinePennsylvania's 529 Investment Plan is available to residents of any state, and offers 15 Vanguard investment options, including a socially responsible equity portfolio. Pennsylvania residents may enjoy a state tax deduction for contributions to the plan.
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