Oklahoma 529 College Savings Plan

Recent Media Quotes for the Oklahoma College Savings Plan

Oklahoma's [529] plan is managed by TIAA-CREF financial services and is rated one of the top in the nation, according to FinAid.com, an award-winning financial aid information clearinghouse.
-Tulsa World, September 11, 2006


The [OCSP] plan permits everyone who cares about a child to help that person earn 45 percent more, as an adult, than people without college educations. Parents and grandparents are opening college funds under the plan when the beneficiaries are just infants and making deductible annual contributions thereafter.
- Tulsa World, August 29, 2006


In addition to the federal tax exemption, the Oklahoma College Savings Plan is the only 529 Plan with an Oklahoma income tax deduction.
-The Oklahoman, August 18, 2006


All states have a 529 plan, and Oklahoma’s is considered one of the best and most flexible. It has received top rankings and in 2005 was one of only 14 plans nationally recommended by Money Magazine.
-The Enid News and Eagle, August 18, 2006


We encourage parents, grandparents or any adult interested in investing in a child’s future to look at Oklahoma’s plan and, hopefully, make it a part of their savings plan for future college expenses.
-The Enid News and Eagle, August 18, 2006


The Oklahoma College Saving Plan, operated by the state treasurer's office, is one of the best deals around. Now it is getting even better.
-Tulsa World, August 4, 2006


The deadline for contributions to the plan has been extended to April 15…The change provides more flexibility and incentive for Oklahoma residents to save for college.
 -Tulsa World, August 4, 2006


[Governor] Henry said he has an account for each of his three daughters and [Treasurer] Meacham said he has an account for each of his four children.
-The Oklahoman, August 2, 2006


Three new investment options have been added to the plan…allowing account holders to decide how they would like their contributions invested.
-The Journal Record, August 2, 2006


“This is a wonderful tool and can solve a lot of worries”
-Linda Angel, OCSP Plan user, The Oklahoman, November 13, 2005


State taxpayers have more reason than ever to set up an Oklahoma College Savings Plan for their children and grandchildren…an expanded tax deduction.
-Tulsa World, June 28, 2005

 
 

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The tax information contained on the OCSP Web site is not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding tax penalties that may be imposed on the taxpayer. It was written to support the promotion of the products and services addressed in the Web site. Taxpayers should seek advice based on their own particular circumstances from an independent tax advisor.

The Oklahoma College Savings Plan (OCSP) is administered by the Board of Trustees of the Oklahoma College Savings Plan. TIAA-CREF Tuition Financing, Inc. (TFI) serves as Program Manager. TFI's affiliate, TIAA-CREF Individual & Institutional Services, LLC, is the distributor.

The investment approaches described are not recommendations and do not take into consideration personal goals or preferences. After evaluating information you consider important in making an investment choice, the ultimate decision is up to you. It is a good idea to revisit your investment strategy periodically as your goals, personal financial situation, and market conditions change.

Consider the investment objectives, risks, charges and expenses before investing in the Oklahoma College Savings Plan. Please call toll-free 1-877-654-7284 for a Disclosure Booklet containing this information. Read it carefully.

Before investing in a 529 plan, you should consider whether the state you or your designated beneficiary reside in or have taxable income in has a 529 plan that offers favorable state income tax or other benefits that are only available if you invest in that state's 529 plan.

The State of Oklahoma, its agencies, TIAA-CREF Tuition Financing, Inc., Teachers Insurance and Annuity Association of America and its affiliates do not insure any account or guarantee its principal or investment return. Account value will fluctuate based upon a number of factors, including general market conditions.

The OCSP Web site is for informational purposes only, and does not constitute an offer to sell or solicitation of an offer to buy any security that may be referenced on the site. Such offer or solicitation can be made only through the Disclosure Booklet.

The OCSP Web site contains links to other Web sites. Neither OCSP nor TIAA-CREF Tuition Financing, Inc. and its affiliates are responsible for the content of those other Web sites. The accuracy of information on those sites cannot be confirmed.

© 2009 TIAA-CREF Tuition Financing Inc.