Montana 529 Plans

Montana 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: 1% - 6.9%
Plan Name How to Enroll Minimum Contribution Residency Requirement Plan Distributor Phone Number Official Web Page
Montana Family Education Savings Program -- Bank Plan Directly $25 No College Savings Bank (800) 888-2723 http://montana.collegesavings.com/montana/?
Montana Family Education Savings Program -- Investment Plan Directly $25 No Upromise Investments, Inc. (800) 888-2723 https://www.montanasaves.com/