A number of states have created inclusive 529 policy strategies to make college savings plans more accessible and easier to use for families at all income levels. These strategies include: facilitating enrollment and contributions, removing saving disincentives, increasing saving incentives, and strengthening tax benefits. In this brief, we highlight these inclusive state policy strategies, describes their application through legislative and administrative means, and points to specific examples. A related policy report by the same title is also available.
Lassar, T., Clancy, M., & McClure, S. (2010, January). Toward more inclusive College Savings Plans: Sample state legislation (CSD Policy Brief No. 10-03). St. Louis, MO: Washington University, Center for Social Development.
529, college savings plan, state policy
Lassar, Terry, "Toward More Inclusive College Savings Plans: Sample State Legislation" (2010). Center for Social Development Research. 441.