Skip to main content
Tags: 529 plan | facts | alaska

Facts About Alaska's 529 Plans

By    |   Monday, 18 May 2015 12:22 PM EDT

Investing in a 529 college savings plan is a powerful strategy that families can use to make paying for their children's higher education a little easier.

Described by CollegeSavings.org as "a tax-advantaged investment plan
designed to encourage saving for future higher education expenses of a designated beneficiary," the 529 plan enables families to invest money now in relatively small amounts that will grow over the years and reap much larger rewards later when they are ready to pay for college.

Free Retirement Calculator: When Can You Retire? — Click Here to Find Out

Plan funds that are withdrawn for authorized educational expenses are exempt from federal income tax. Many states grant tax exemptions in their own plans as well, but because Alaska does not have a state income tax there is no exemption to grant.

Alaska offers three 529 plans. The T. Rowe Price College Savings Plan and the University of Alaska College Savings Plan are both purchased directly and managed by T. Rowe Price. The John Hancock Freedom 529 plan is a joint effort between John Hancock and T. Rowe Price that is purchased through a broker, giving participants the benefit of a professional's expertise.

The T. Rowe Price College Savings Plan and the University of Alaska College Savings Plan are quite similar in their offerings. The University of Alaska plan, however, contains an additional investment option called “the ACT Portfolio providing special benefits to future University of Alaska students along with a very low expense ratio," according to SavingForCollege.com. Also the University of Alaska 529 plan may qualify beneficiaries to receive a waiver of nonresident tuition surcharges if they live out of state.

How Soon Can You Retire? Free Test Shows You When — Click Here

Both of these plans require an initial contribution of $250 and a maximum total per beneficiary of $400,000 in Alaska 529 plans. The T. Rowe Price plan has a $50 minimum monthly contribution per portfolio per month, while the University of Alaska plan has the lower $25 minimum per month.

The John Hancock Freedom 529 plan brings the advantage of professional advice to navigate its 17 investment options. It features mutual funds from T. Rowe Price and multiple other fund companies. The minimum lump sum initial contribution is $1,000 per portfolio, while the minimum automatic monthly amount is $50. The maximum total per beneficiary is $400,000 in Alaska 529 plans.

Alaska's three 529 college savings plans offer well-rated options worth considering in preparation for a child's future higher education expenses.

An Extremely Simple Way To Determine If You're Ready To Retire — Find Out Now

© 2025 Newsmax. All rights reserved.


FastFeatures
Investing in a 529 college savings plan is a powerful strategy that families can use to make paying for their children's higher education a little easier.
529 plan, facts, alaska
431
2015-22-18
Monday, 18 May 2015 12:22 PM
Newsmax Media, Inc.

Sign up for Newsmax’s Daily Newsletter

Receive breaking news and original analysis - sent right to your inbox.

(Optional for Local News)
Privacy: We never share your email address.

PLEASE NOTE: All information presented on Newsmax.com is for informational purposes only. It is not specific medical advice for any individual. All answers to reader questions are provided for informational purposes only. All information presented on our websites should not be construed as medical consultation or instruction. You should take no action solely on the basis of this publication’s contents. Readers are advised to consult a health professional about any issue regarding their health and well-being. While the information found on our websites is believed to be sensible and accurate based on the author’s best judgment, readers who fail to seek counsel from appropriate health professionals assume risk of any potential ill effects. The opinions expressed in Newsmaxhealth.com and Newsmax.com do not necessarily reflect those of Newsmax Media. Please note that this advice is generic and not specific to any individual. You should consult with your doctor before undertaking any medical or nutritional course of action.

 
TOP

Interest-Based Advertising | Do not sell or share my personal information

Newsmax, Moneynews, Newsmax Health, and Independent. American. are registered trademarks of Newsmax Media, Inc. Newsmax TV, and Newsmax World are trademarks of Newsmax Media, Inc.

NEWSMAX.COM
America's News Page
© Newsmax Media, Inc.
All Rights Reserved
Download the Newsmax App
NEWSMAX.COM
America's News Page
© Newsmax Media, Inc.
All Rights Reserved