Oklahoma 529:
"A must-have for Oklahomans"
Morningstar, an investment research firm, has named Oklahoma a 2022 medalist.
The independent analysts at Morningstar carefully reviewed 54 college savings 529 plans.
They assessed each plan’s expenses and investment processes, as well as the people and companies that operate the plan. Based on their analysis, Oklahoma 529 earned a distinguished "Bronze" rating.
So, if you’re looking to make the most of your family’s college savings, the choice is simple…go with a winner: Oklahoma 529!
Oklahoma delivers a well-designed investment menu and a smooth enrollment date glide path at a competitive price. It retains its Morningstar Analyst Rating of Bronze. The State's tax deduction, of up to $20,000 annually if filed jointly, makes it a must-have for Oklahomans.
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Oklahoma 529 at work
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