Oregon 529 Plans

Oregon 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% - 9.9%
Plan Name How to Enroll Minimum Contribution Residency Requirement Plan Distributor Phone Number Official Web Page
MFS 529 Savings Plan Investment Advisor N/A No MFS Fund Distributors, Inc. (866) 529-1637 https://www.mfs.com/wps/portal/mfs/us-advisor-pub/retirement-and-college-planning/529/savings/!ut/p/c5/04_SB8K8xLLM9MSSzPy8xBz9CP0os3j_QKNAf3MPIwMDdyNTAyM_D0M3Ew8DQxMLM6B8JJK8u4-Fo4GRi79bmLdZgIG7pSExug1wAEcDArr9PPJzU_ULckMjyh0VFQF3djju/dl3/d3/L2dBISEvZ0FB
Oregon College Savings Plan Directly $25 No TIAA-CREF Tuition Financing, Inc. (866) 772-8464 https://www.oregoncollegesavings.com/