Author

Terry Lassar

Additional Authors

Clancy, Margaret; McClure, Sarah

Publication Date

8-22-2011

Summary

We examine here the essential elements and program design of all state 529 savings-match programs as well as the application process and other policy considerations. Like other state programs, 529 savings incentives inevitably reflect the unique demographics, economics, and political makeup of a particular state. This report provides details about inclusive savings-match program features and strategies that could make 529 plans more widely accessible to families of all incomes.

Document Type

Policy Report

Category

Financial Inclusion

Subarea

Asset Building

Original Citation

Lassar, T., Clancy, M., & McClure, S. (2011). College savings match programs: Design and policy (CSD Policy Report No. 11-28). St. Louis, MO: Washington University, Center for Social Development.

DOI:

https://doi.org/10.7936/K7MK6CDW

Project

College Success

Keywords

529, policy design, policy

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