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Starting in 2024, you can roll unused 529 assets to a Roth IRA established for the beneficiary subject to certain conditions.



…by saving with the advisor-sold LoneStar 529 Plan®, a tax-advantaged way to save for tuition and other qualified education expenses. Sponsored by the state of Texas, the plan can help you save by offering professional management, low fees, and a wide range of investment options. Talk to your financial advisor for more information about how to enroll in the plan.

The LoneStar 529 Plan is dedicated to helping advisors provide an education savings solution best suited to their clients’ needs. As the only advisor-sold plan offered by the state of Texas, the LoneStar 529 Plan offers a comprehensive suite of tools and resources to assist advisors in achieving their clients’ education savings goals. The plan stands out with its diverse range of investment options, carefully designed to cater to individual preferences and risk tolerances. We understand that each client’s financial journey is unique, which is why we offer the flexibility for investors to work with their financial advisor to tailor investments accordingly.

LoneStar 529 Plan highlights include:

  • Class A and RIA Units
  • 10 Target Enrollment Year Portfolios
  • 3 Risk-based Allocation Portfolios
  • Robust List of Individual Asset Class Portfolios
  • Competitive Total Plan Fees
  • NSCC Enrollment Available
  • DocuSign Accepted

Let us help you pave the way for a bright educational future for your clients’ loved ones through the LoneStar 529 Plan.


The LoneStar 529 Plan is a tax-advantaged 529 college savings plan designed to help families and individuals nationwide save for All U.S. citizens and permanent resident aliens 18 years of age or older can open and contribute to a LoneStar 529 Plan account.

The Texas Prepaid Higher Education Tuition Board administers the Plan, and Orion Advisor Solutions, Inc. is the Plan manager. For more information on the Plan, call us at 800-445-GRAD (4723), option 4.