The MI 529 Advisor Plan provides Michigan residents with a way to invest in a 529 College Savings Program utilizing the expertise of a financial advisor. The Plan offers a variety of unique benefits that set it apart from other 529 plans in the country. Some of the MI 529 Advisor Plan benefits include a low minimum initial investment of $25 per portfolio, twenty investment options from some of the world’s strongest investment managers (including PIMCO, AGI US, NFJ, and TIAA-CREF) and a Michigan income tax deduction for Michigan residents.
Click on any of the links below for more information regarding the MI 529 Advisor Plan.
Plan Highlights of MI 529 Advisor Plan
Michigan Tax Benefits
About the Plan Sponsor – Allianz Global Investors
Implementing a Plan