OklahomaDream 529 Plan

Life ambitions—making a dream reality

Why choose an OklahomaDream 529 Plan?

You can give families the financial freedom to pursue a higher education

Families want the best for their children and grandchildren, to see them realize their life's ambitions. Education is integral to their success, and while paying for college could be one of the largest expenditures families may incur, it just might be the best investment a family can make.

Tax advantages for Oklahoma residents

With the OklahomaDream 529 Plan, Oklahoma residents may:

  • Deduct up to $10,000 of taxable income annually from Oklahoma state income taxes ($20,000 for joint filers).
  • Qualify for an Oklahoma state income tax deduction for the prior calendar year on contributions made up until April 15.1
  • Deduct amounts contributed from the donor's Oklahoma state income tax in the succeeding five years, so long as the contributions weren't deducted in the year in which they were made.

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Want to know more?

Let's talk about advisor-managed 529 plans for your clients.

OklahomaDream Workplace 529 Program

Do you have clients looking to enhance their employee benefits program? The OklahomaDream 529 Workplace Program makes saving for college easier for employees and their families—at no enrollment cost to the employer.

Gifting into 529 plans

Your clients’ savings could get a boost when friends and family give gifts to their 529 accounts. Account savings have the potential to grow faster when grandparents, relatives, and friends can contribute.