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Massachusetts 529 Plans | YesCollege

Massachusetts 529 Plans

Massachusetts 529 plans are popular for both residents and non-residents

  • Number of plans: 2
  • State income tax / resident reduction: Yes
  • State income tax / resident reduction: 5.3% - 12%
Plan Name How to Enroll Minimum Contribution Residency Requirement Plan Distributor Phone Number Official Web Page
U.Fund College Investing Plan Directly $15 No Fidelity Brokerage Services, LLC (800) 544-2776 https://www.fidelity.com/massachusetts-529/
U.Plan Directly $300 No Unknown (800) 449-6332 http://www.mefa.org/uplan/