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 report, we examine these inclusive state policy strategies, describe their application through legislative and administrative means, and point to specific examples. A related policy brief by the same title is also available.
Project: College Success
Citation
Lassar, T., Clancy, M., & McClure, S. (2010). Toward more inclusive College Savings Plans: Sample state legislation (CSD Policy Report No. 10-02). St. Louis, MO: Washington University, Center for Social Development.