CollegeInvest Savings Plan Performance

CollegeInvest offers four 529 College Savings Plan options. Each plan qualifies for a Colorado state tax deduction¹ and can be used anywhere in the country for qualified educational expenses. These expenses include: tuition, fees, certain room and board expenses, and required supplies. We understand that not everyone has the same savings needs, so our plans are as unique as you. Review the plan performances below to find the one that’s the best match for you.

Direct Portfolio College Savings Plan

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Scholars Choice College Savings Plan

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Smart Choice College Savings Plan

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Stable Value Plus College Savings Plan

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1Contributions to the Plan(s) are deductible from Colorado state income tax in the tax year of the contribution, up to your Colorado taxable income for that year.  Such deductions are subject to recapture in subsequent years in which non-qualified withdrawals are made. 

Important Considerations 
To learn about CollegeInvest’s 529 program, its objectives, risks, charges, expenses, limitations, restrictions and qualifications regarding the Program's benefits and potential tax advantages, please read and consider carefully the Plan Disclosure Statements (PDS) available at before investing. Also, check with your or your beneficiary’s home state to learn if it offers tax or other benefits for investing in its own plan. Administered and issued by CollegeInvest.