PA 529 Investment Plan
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Pennsylvania
At a glance
- Contribution benefit
- A tax deduction
Extends its state tax benefit to contributions made to any state's 529 plan, not just its own.
- K–12 distributions
- Not listed as non-conforming
Pennsylvania 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.
Plans
Program description ↗
PA 529 Guaranteed Savings Plan
Prepaid Tuition
What the book says about Pennsylvania
- The PA 529 Guaranteed Savings Plan grows with postsecondary tuition inflation rather than investment performance, against a designated "Tuition Level" that may be changed at any time.
- Fees on the guaranteed plan are generally higher than on the investment 529 account.
Flagship public university
Penn State Univ.
| Tuition & fees | Room | Board | Books | Total | vs. national |
|---|---|---|---|---|---|
| $19,286 | $8,700 | $5,800 | $1,250 | $35,036 | +43.4% |
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.