No matter how big an adventure your child chooses to embark on, the LoneStar 529 Plan makes it easier to save more, and get them the education they need.
You can choose among a variety of investment strategies depending on your risk tolerance, time horizon, financial situation and other variables.
To ensure maximum savings, the Plan offers an Automatic Investment Plan (AIP).1 Choose the amount and frequency of contributions, and we take care of the rest!
Once you open your account with your financial advisor, you can manage your account online at your convenience, make changes to investment options, and handle other account maintenance tasks such as changing a beneficiary.
1. All 529 plan assets, including earnings, established for the benefit of a particular beneficiary must be aggregated when applying this limit. New contributions will not be allowed once this limit is reached but earnings will continue to accrue. Consult your tax advisor for information on how 529 tax treatments would apply to your particular situation.
2. Automatic investing does not assure a profit and does not protect against loss in declining markets. Before investing, investors should evaluate their long-term financial ability to participate in such a plan.