skip to content

Why Choose this Plan?

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 BlairTIAA-CREFArtisanT. Rowe PriceDFADodge and CoxTempleton, 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.

1. All 529 plan assets, including earnings, established for the benefit of a particular beneficiary must be aggregated when applying this limit. New contributions will not be allowed once this limit is reached but earnings will continue to accrue. Consult your tax advisor for information on how 529 tax treatments would apply to your particular situation.

2. Automatic investing does not assure a profit and does not protect against loss in declining markets. Before investing, investors should evaluate their long-term financial ability to participate in such a plan.