Footnotes
1 The TIAA group of companies and Oklahoma 529 do not provide legal or tax advice. Please consult your tax or legal advisor to address your specific circumstances. ↩
Your contributions will always be yours, and you do not need to be a resident of Oklahoma to open, contribute to or use an Oklahoma 529. Your Oklahoma 529 can also be used for a range of qualified expenses in state, out of state and abroad. If you move to another state, you can keep your money invested and continue making contributions to your Oklahoma 529 account—no problem!
No. Your Oklahoma 529 funds can be used at any accredited university in the country—and even some abroad. This includes public and private colleges and universities, CareerTech, community colleges, graduate schools and professional schools and costs associated with apprenticeships. In addition, up to $20,000 annually can be used toward K-12 tuition (per student) from all 529 plans and student loan repayment (lifetime limit). 1 For a list of qualifying expenses and the state tax treatment of withdrawals for these expenses, view the Plan Description .