529 Plan Options

If you prefer investing with help from a member of our team of Financial Solutions Advisors, or want to invest in a specific state plan, you can invest in 529 plans offered through the our advisory center.

• NextGen^® Client Select Series is a Section 529 plan established by the State of Maine and administered by the Finance Authority of Maine, and is available to anyone, age 18 or the minimum legal age in his/her jurisdiction, regardless of residency, income, or age of the beneficiary. The NextGen Client Select Series offers the same advantages of the self-directed NextGen Direct plan, but with a broader selection of investment opportunities, including seven fund families and 30 investment portfolios.
• Future Scholar Plan is offered by South Carolina, but is available to anyone, regardless of state residency. 
• In-state plans — we offer 529 plans to the in-state residents of:

  Colorado

  New York

  Illinois

  Ohio

  Indiana

  Oregon

  Iowa

  Rhode Island

  Michigan

  Virginia

  New Mexico

  West Virginia