Embark
Direct-Sold
Oregon
At a glance
- Contribution benefit
- A tax credit
A tiered credit worth up to $380 in total.
- K–12 distributions
- Not allowed
A K–12 withdrawal may be tax-free federally but taxable here. See the conformity rule.
- Aggregate contribution maximum
Not stated in this edition. Nationally the range runs from $235,000 to over $621,000 — see the program description.
Plans
Program description ↗
Oregon MFS 529 Savings Plan
Advisor-Sold
What the book says about Oregon
- Twelve states and D.C. charge a state estate tax; Oregon's reaches 16% on estates over $1,000,000. There is no state estate tax on 529 assets.
Flagship public university
Univ. of Oregon
| Tuition & fees | Room | Board | Books | Total | vs. national |
|---|---|---|---|---|---|
| $14,985 | $8,900 | $5,700 | $1,250 | $30,835 | +26.2% |
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.