CollegeChoice 529 Direct Savings Plan
Direct-Sold
Indiana
At a glance
- Contribution benefit
- A tax credit
A 20% state tax credit worth up to $750 filing single or $1,500 filing jointly, for tax year 2026.
- K–12 distributions
- Not listed as non-conforming
Indiana is not among the thirteen states the manuscript lists as disallowing K–12 distributions. Confirm against the program description below.
- Aggregate contribution maximum
Not stated in this edition. Nationally the range runs from $235,000 to over $621,000 — see the program description.
- Recapture of state tax benefits
- Roth IRA conversionsEducation loan repayments
Previously deducted or credited amounts may be added back to state taxable income for these distributions.
Plans
Program description ↗
CollegeChoice Advisor 529 Savings Plan
Advisor-Sold
Flagship public university
Indiana Univ.
| Tuition & fees | Room | Board | Books | Total | vs. national |
|---|---|---|---|---|---|
| $10,601 | $6,369 | $5,289 | $1,250 | $23,509 | -3.8% |
National average across all 50 states: $26,485 per year, in-state, 2025–26. Compare every state →
No statement or example on this site should be considered a specific recommendation for your personal situation. Investing and tax strategies each carry significant risks. Examples herein may not apply to your situation. Please consult your estate attorney, tax advisor, or financial advisor for personal advice.