Oklahoma 529:
"Oklahomans should look no further."
Morningstar™, an investment research firm, has named Oklahoma 529 a 2024 Bronze medalist.
The independent analysts at Morningstar carefully reviewed 59 college savings 529 plans.
They assessed each plan’s expenses and investment processes, as well as the people and companies that operate the plan. Based on their analysis, Oklahoma 529 received a distinguished "Bronze" rating for the fifth consecutive year.1
So, if you’re looking to make the most of your family’s college savings, the choice is simple…go with a medalist: Oklahoma 529!
"Oklahomans should look no further given the well-rounded option is paired with the state's generous tax deduction, up to $20,000 annually if filed jointly."
Morningstar goes on to state:
"Bronze-rated plans tend to carry a mix of Average and Above Average ratings across the People, Process, and Parent Pillars. Though they may not quite match higher-rated peers when it comes to investment options or investment managers, they can still help investors meet their goals."
In addition to the Morningstar rating, SavingforCollege.com has assigned Oklahoma 529 its highest "Best" Rating with "High Honors" for residents.2 Factors for the analysis include the attractiveness of the state tax deductions and credits and other state-specific incentives for resident account owners.
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