No matter how big an adventure your child chooses to embark on, the LoneStar 529 Plan makes it easier to save more, and get them the education they need.
Tailored Investments from Trusted Industry Leaders
The LoneStar 529 Plan offers a wide range of investment options managed by industry leaders, William Blair, TIAA-CREF, Artisan, T. Rowe Price, DFA, Dodge and Cox, Templeton, and Dreyfus.
You can choose among a variety of investment strategies depending on your risk tolerance, time horizon, financial situation and other variables.
Low Investment Minimums and High Maximums
Open a LoneStar529 Plan with as little as $25 (or $15 if funded through an Automatic Investment Plan (AIP)1) and contribute up to $500,0001 per beneficiary.
To ensure maximum savings, the Plan offers an Automatic Investment Plan (AIP).1 Choose the amount and frequency of contributions, and we take care of the rest!
The Ease of Online Account Maintenance
Once you open your account with your financial advisor, you can manage your account online at your convenience, make changes to investment options, and handle other account maintenance tasks such as changing a beneficiary.