Welcome to 529s.com. Please help us personalize your experience.

Select the one that best describes you

Your personalized experience is almost ready.

Join other Individual Investors receiving FREE personalized market updates and research. Join other Institutional Investors receiving FREE personalized market updates and research. Join other Financial Advisors receiving FREE personalized market updates and research.

Thank you!

Check your email and confirm your subscription to complete your personalized experience.

Thank you for your submission, we hope you enjoy your experience

State Plan

Oregon 529 Plan



Oregon College Savings Plan


Type: Direct – this 529 plan can be purchased directly through the state.

Fund Family: OppenheimerFunds Inc. and The Vanguard Group®

Minimums: To get started you can deposit $25 or set up a payroll deduction or automatic monthly plan. Minimum contributions if you use payroll deduction are only $15.

Maximum Contributions: Currently, you can contribute until your account balance is $310,000 or higher in your Oregon 529 plan. Of course, your total amount in the plan can be higher as your investments group. 529 plans typically increase the contribution limit over time, so you may be able to contribute more.

Tax Benefits: Good news for Oregon residents – by investing in your state’s 529 plan, you can deduct up to $2,225 on your state income taxes for single filer and $4,455 for married filers. You also get federal income tax benefits as you do not pay income tax on your earnings. Out-of-state participants still get the federal tax benefits.

Other Benefits: Five-year carryforward provision for the state tax deduction on contributions higher than the annual maximum. In other words, if you contribute more than the maximum allowable state tax deducation, and contribute less money in future years, you can still claim deductions for the first year in later years.

Residency: Oregon College Savings Plan is open to all United States residents, not just those in Oregon.

You can learn more about this Oregon 529 plan at the official website.


MFS 529 Savings Plan


Type: Advisor. Please contact a financial advisor in your state for assistance.

Fund Family: MFS Investment Management

Minimums: Contact your financial advisor.

Maximum Contributions: Currently, you can contribute until your account balance is $310,000 or higher in your Oregon 529 plan. Of course, your total amount in the plan can be higher as your investments group. 529 plans typically increase the contribution limit over time, so you may be able to contribute more.

Tax Benefits: By investing in your state’s 529 plan, you can deduct up to $2,225 on your state income taxes for single filer and $4,455 for married filers. You also get federal income tax benefits as you do not pay income tax on your earnings. Out-of-state participants still get the federal tax benefits.

Other Benefits: Five-year carryforward provision for the state tax deduction on contributions higher than the annual maximum. In other words, if you contribute more than the maximum allowable state tax deducation, and contribute less money in future years, you can still claim deductions for the first year in later years.

Residency: MFS 529 Savings Plan is open to all United States residents, not just those in Oregon.

You can learn more about this Oregon 529 plan at the official website.