Celebrate National 529 Day with a $50 bonus*
A college savings plan that can grow with them.
Open a new Oklahoma 529 account between 5/22-6/4 and receive a $50 bonus!
Don’t let the clock run out!
Get your bonus before the offer ends.
Open a new account and get a $50 bonus.
Open a new account
Start by opening a new account with $50 or more.
Set up recurring contributions:
Meet the eligibility requirements by adding a recurring contributions of $50 or more for at least 6 months.
Receive the bonus!
After six months, your $50 bonus will be deposited in your account on or before 2/16/2024.
*Click here for complete Terms and Conditions.↩
Tax Benefits of Oklahoma 529
See your contributions go further with Oklahoma 529 tax benefits.
State tax deduction
OK taxpayers may qualify for a state tax deduction up to $20,000 if married filing jointly ($10,000 single) for contributions made into Oklahoma 529 account.
100% tax-deferred growth
Any earnings grow tax deferred. When you pay fewer taxes, you can earn more and grow your account faster.
Tax-free withdrawals for qualified expenses
Withdraw tax free for all qualified education expenses at any accredited college, university or community college or CareerTech center for tuition, room and board, books, computers and more.
Why an Oklahoma 529 account?
Your plan is financial aid friendly
Your 529 account is viewed as a parental asset for financial aid purposes and may count less against aid eligibility than the same funds held in your child's name.1
Your child gets more opportunities
For OK taxpayers savings can be applied to any accredited college or university across the country and abroad, community college, CareerTech centers, professional and graduate schools; and even apprenticeship programs registered and certified with the Secretary of Labor under the National Apprenticeship Act, K-12 tuition and student loan repayment. Withdrawals for tuition expenses at a public, private or religious elementary, middle, or high school, registered apprenticeship programs, and student loans can be withdrawn free from federal and Oklahoma income tax. If you are not an Oklahoma taxpayer, these withdrawals may include recapture of tax deduction, state income tax as well as penalties. You should talk to a qualified professional about how tax provisions affect your circumstances. Limitations apply.2
You have more control
You're never locked in and can withdraw your funds for any reason at any time.3
You enjoy more flexibility
Funds in your child's account are transferable to another eligible family member, which includes siblings, stepchildren, parents, even first cousins.
Ready to start their college savings?
The sooner you start, the more they could have for college.Open an Account