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Morningstar's Annual 529 Plan Updates 

Discover the most compelling options for tax-advantaged savings plans.

The cost of education continues to rise, underscoring the importance for families to save early and frequently with a 529 plan. The good news is that fees continue to fall across the investment industry.

Morningstar has published 529 plan comparisons for over a decade. In the 2023 report, we outline the most compelling plan's savings and tax benefits, the fee structures associated with them, and how they can support a beneficiary's long-term goal to achieve higher education.

Download the full report for detailed insights.

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What's Inside

  • Everything you need to know about 529 plans.
  • What to look for to achieve better investor outcomes.
  • Commentary on the 529 college-savings plan landscape.

Get the Report