Oklahoma 529 Plan
The Oklahoma College Savings Plan is a direct-sold program that utilizes TIAA-CREF mutual funds, and the Oklahoma Dream 529 Plan is an advisor-sold savings program distributed by Allianz Global Investors that features a multi-manager investment platform.
The Oklahoma 529 College Savings Plan (OCSP) is a state-sponsored, tax-advantaged 529 college savings plan that’s helping families and individuals plan for the cost of higher education. It’s available to any citizen or taxpayer. And just about anyone can help contribute including Grandparents, other family members, and friends.
The maximum contributions for the Oklahoma 529 plans cap out at $300,000. There is also a minimum initial contribution of $100 for the Oklahoma College Savings Plan, with a minimum of $25 added per investment. The Oklahoma Dream 529 Plan has a minimum contribution of $50 per investment option.
