Drawbacks of 529 savings plans. One of the main drawbacks of saving in a 529 plan is that you owe a penalty if you use the funds for an ineligible expense. If you do need to withdraw funds or use ...AMERICAN FUNDS AMERICAN MUTUAL FUND® CLASS 529-A- Performance charts including intraday, historical charts and prices and keydata. Indices Commodities Currencies StocksTexas College Savings Plan and LoneStar 529 Plan Estimated total asset-based fees are available on the Allocation Worksheets for the Texas College Savings Plan and the LoneStar 529 Plan, and are published in the Plan Descriptions and Savings Trust Agreements, which are reviewed annually. Fees are subject to change.The Lonestar 529 plan’s total asset-based expense ratios range from 0.59% to 1.44%, plus an additional sales charge, depending on the share class. According to Savingforcollege.com’s most recent 529 fee study , the 10-year total asset-based fees on a $10,000 investment in the Texas College Savings Plan would be between $418 and $653.The state of Texas sponsors three different college savings plans: the Texas College Savings Plan (TCSP), the Lonestar 529 Plan (LS529), and the Texas Tuition Promise Fund (TTPF). All three options offer a tax-advantaged way to pay for education expenses; however, the first two options, TCSP and LS529, allow families to invest in …The LoneStar 529 Plan® is an advisor-sold 529 education savings plan. The Texas Prepaid Higher Education Tuition Board maintains and administers the plan. Orion Advisor Solutions, Inc. manages the plan. This Plan Description and Savings Trust Agreement have been amended and restated in their entirety, wholly replaces all priorCons. Most 529 plans include an administrative or annual fee, which tends to be around 0.14% to 0.53%. In addition, your investment options are limited with a 529 plan, as opposed to a brokerage or Roth individual retirement account (IRA), which gives you complete freedom to buy and sell whichever securities you want. Helping families save for college since 1999. Easily browse over one hundred 529 college savings plans by state, name, plan type, program manager or investment manager. Quickly find the plan you're looking for. “LoneStar 529 Plan” is a registered mark of the Texas Prepaid Higher Education Tuition Board. The LoneStar 529 Plan is distributed by Northern Lights Distributors, LLC, Member FINRA , SIPC , 4221 N 203rd St, Suite 100, Elkhorn NE 68022.A comprehensive list of all of the age-based, static and individual investment options in Texas' LoneStar 529 Plan.Please see the Plan Description and Savings Trust Agreement. If you have any questions, please call us at. 800-445-GRAD (4723), option #4, Monday through Friday from 8am to 6pm, Central Time. Return this form and any other required documents to: LoneStar 529 Plan P.O. Box 540010 Omaha, NE 68154. Fax: 402-431-4452. |.The Texas Prepaid Higher Education Tuition Board administers the Plan Close X Plan: The Texas College Savings Plan, which is a 529 plan., and Orion Advisor Solutions, Inc. is the Plan manager. For more information on the Plan, call us at 800-445-GRAD (4723), option #3.LoneStar 529 Plan Investments. Investment Options; Performance & Prices; Resources. FAQs; Glossary; Links; Plan. Saving Strategies. Start Early; Save Regularly; Scholarships & Aid; Gifting; Calculator; Enroll; Search; Close. Starting in 2024, you can roll unused 529 assets to a Roth IRA established for the beneficiary subject to certain conditions.The program management of Texas' Lonestar 529 Plan was assumed by Orion Advisor Solutions, Inc. (previously known as NorthStar Financial Services Group, LLC) in September 2014. The plan offers an enrollment year option, three risk-based portfolios, and 20 individual asset class portfolios.Jan 18, 2018 ... Add a comment... 22:14. Go to channel · Let's Make! | Lone Star Quilt Tutorial. Jordan Fabrics•529K views · 25:59. Go to channel · Make a ...The MFS 529 Savings Plan makes it easy to open and maintain a gift of education. For as little as $250 you can open an account, with no minimum for additional contributions. So it’s smart to let family and friends know about the account so they can consider investing in the child’s future too.With the cost of attending college continuing to skyrocket, consider investing in a 529 college savings plan to help fund your child’s higher education goals. 529 plans are college...Mar 10, 2022 ... Come visit our New location 17210 FM 529 road in Houston NO PURCHASE Necessary ... Lonestar Mattress & Furniture | Is your boy ... BEST PRICE IN ...“LoneStar 529 Plan” is a registered mark of the Texas Prepaid Higher Education Tuition Board. The LoneStar 529 Plan is distributed by Northern Lights Distributors, LLC, Member FINRA , SIPC , 4221 N 203rd St, Suite 100, Elkhorn NE 68022.The LoneStar 529 Plan® (“Plan”) is administered by the Texas Prepaid Higher Education Tuition Board (“Board”). Orion Advisor Solutions, Inc. is the plan manager. The Plan and the Board do not provide legal, financial, or tax advice and participants in the Plan should consult a legal, financial, or tax advisorTexas LoneStar 529 Plan®, an advisor-sold IRC Sec. 529 college savings plan Texas ABLE Program® , an IRC Sec. 529A savings plan for individuals with disabilities The Board also administers the Texas Save and Match Program, a savings match program to award scholarships from appropriated funds.The LoneStar 529 Plan® is an advisor-sold 529 education savings plan. The Texas Prepaid Higher Education Tuition ...Mar 2, 2021 ... ... Lonestar part is constructed, I will be ... Let's Make A Lonestar Quilt Part 6. 170K views · Streamed ... Jordan Fabrics•529K views · 27:25. Go to&nb...The LoneStar 529 Plan® (“Plan”) is administered by the Texas Prepaid Higher Education Tuition Board (“Board”). Orion Advisor Solutions, Inc. is the plan manager. The Plan and the Board do not provide legal, financial, or tax advice and participants in the Plan should consult a legal, financial, or tax advisorThe LoneStar 529 Plan is a tax-advantaged 529 college savings plan designed to help families and individuals nationwide save for qualified higher education expenses. Close X Qualified Higher Education Expenses: Undergraduate and graduate tuition, fees, books, supplies, and equipment required for a Beneficiary’s enrollment or attendance at an ...All 529 college savings plans have an account owner and beneficiary. The account owner controls the account. A 529 plan is used to save for the future college costs of the beneficiary. A custodial 529 plan account is similar to a regular 529 plan account, but with the student as both account owner and beneficiary. When the student is a minor ... Bank Account Information eDelivery . If you have any questions, please call us at. 800-445-GRAD (4723), option #4, Monday through Friday from 8am to 6pm, Central Time. Return this form and any other required documents to: LoneStar 529 Plan P.O. Box 540010 Omaha, NE 68154. my529, Utah's 529 college savings plan, offers a Target Enrollment Date option with 12 portfolios, 10 Static or Fixed Income options, and two Customizable options. Underlying funds include Vanguard and Dimensional mutual funds, the PIMCO Interest Income Fund account and FDIC-insured accounts held at Sallie Mae Bank and U.S. Bank. my529 is a direct-sold 529 college savings plan available to ... The limit on Roth IRAs is lower, at $7,000 per year or $8,000 for those aged 50 or older. Earned income cap on contributions: 529 plans do not have an earned income cap on contributions, while Roth IRAs do. 5-Year gift tax averaging: Roth IRAs are not subject to 5-year gift tax averaging, while a $90,000 limit ($180,000 for couples) applies …The LoneStar 529 Plan® (“Plan”) is administered by the Texas Prepaid Higher Education Tuition Board (“Board”). Orion Advisor Solutions, Inc. is the plan manager. The Plan and the Board do not provide legal, financial, or tax advice and participants in the Plan should consult a legal, financial, or tax advisorThe LoneStar 529 Plan. The LoneStar 529 Plan (the “Plan”) is an advisor-sold 529 savings plan administered by the state of Texas and managed by Orion Advisor Solutions, Inc., and distributed by Northern Lights Distributors, LLC. The Plan’s low initial deposit, affordable costs, flexibility, diversifiedThe Schwab 529 Education Savings Plan offers multiple investment options—each carefully built on Schwab's asset allocation models and comprised of well-known mutual funds from multiple fund families intended to help provide diversification across stocks, bonds, industry segments, and investment styles. 1. You can choose an age-based option ...529 COLLEGE SAVINGS PLANS. Texas College Savings Plan® — direct sold LoneStar 529 Plan® — advisor sold. Save for qualified education expenses at schools nationwide, including undergraduate and graduate tuition and fees, certain room and board costs, books and more. Funds can also be used for K-12 tuition, for registered apprenticeship ...529 Plan Search. Select up to several plan features that may be important to you in order to search for and compare 529 plans that may be of interest. Compare your home state’s plan to other plans. State Residency. State Plans. Plan Type. Plan Fees. Maximum Contribution. Minimum Contribution.LONESTAR 529 PLAN ® PLAN DESCRIPTION AND SAVINGS TRUST AGREEMENT DATED MARCH 2022. This supplement describes important changes to the LoneStar 529 Plan ® Plan Description and Savings Trust Agreement dated March 2022 (the “Plan Description”). Terms defined in the Plan Description have the same meaning assigned …Mar 15, 2024 · The Bottom Line. A 529 plan and a UTMA account aren’t typically used for the same thing. A UTMA account transfers large values of money or property to a minor child, while a 529 plan is used exclusively for college savings. A 529 plan provides the best way for a parent or grandparent to grow their savings to pay for the college of a loved one ... Authorized by Section 529 of the Internal Revenue Code (IRC), the Texas “529 Plans” offer tax-advantaged accounts to save for college expenses. Any earnings in the account are tax-free if used for qualified education expenses. Texas offers two types of “529 Plans” CollegeSavings Plans Prepaid Tuition Plan No Texas residency required.Drawbacks of 529 savings plans. One of the main drawbacks of saving in a 529 plan is that you owe a penalty if you use the funds for an ineligible expense. If you do need to withdraw funds or use ...Lonestar 529 Plan®. Texas Tuition. Promise Fund. ®. Gift Coupon my529 Gift. Texascollegesavings.com/gifting · Lonestar529.com/plan/lonestar- · 529-plan-as-a- ...The asset allocation between equities, bonds, and cash automatically adjusts every six months as the enrollment year approaches, providing a smoother risk reduction path for investments along the way. The LoneStar 529 Plan will ofer target enrollment year portfolios in two-year increments to provide lexibility to advisors and their clients.529 Plan College Savings Plans. AllianceBernstein ... (866) 722-7283. Oppenheimer - Bright Start (Illinois), (877) 432-7444. Oppenheimer - LoneStar 529 Plan ( ...The program management of Texas' Lonestar 529 Plan was assumed by Orion Advisor Solutions, Inc. (previously known as NorthStar Financial Services Group, LLC) in September 2014. The plan offers an enrollment year option, three risk-based portfolios, and 20 individual asset class portfolios. To find a financial advisor in your area, use the ...Listed below are all the 529 plans that offer at least one TIPS or other inflation-protected investment option. In addition to these programs there are a number of 529 plans utilizing TIPS as a component of their fixed-income options. Alabama: CollegeCounts 529 Fund. Alabama: CollegeCounts 529 Fund Advisor Plan. Arkansas: iShares 529 Plan.Jan 19, 2024 · In fact, even the person opening the 529 plan can be its beneficiary. 3. Open the account. Most accounts can be opened online. Once opened, you can deposit funds directly into the account, and ... Access our exclusive content, reports, calculators and sales leads with a Premium Subscription. Free for Ameriprise Financial, Commonwealth Financial, Morgan Stanley, Raymond James and RW Baird. The Portfolio Fee and Performance Lookup provides access to the fee and performance details of the 529 plan investment option.Use this section to research 529 plans from every state. We provide plan information and tools that help you choose which plan is right for you. We have even rated all of the nation's 529 plans so you can quickly compare overall effectiveness of each plan. Your state's 529 plan. Enroll in a 529 plan.Get to Know Virginia529. For more than 25 years, Virginia529 has helped millions of families plan and save for future education expenses through its tax-advantaged 529 savings programs. Whether you're saving for higher education expenses, K-12 tuition at private and religious schools, student loan repayment or registered apprenticeship programs ...All 529 college savings plans have an account owner and beneficiary. The account owner controls the account. A 529 plan is used to save for the future college costs of the beneficiary. A custodial 529 plan account is similar to a regular 529 plan account, but with the student as both account owner and beneficiary. When the student is a minor ...529 Plan: A state-sponsored, tax-advantaged college savings program established under and operated in accordance with IRC §529 to help save for qualified education expenses. contributions might grow if you start with $5,000 when your child is a newborn and continue saving an additional $100 per month until your child turns 18.%PDF-1.6 %âãÏÓ 804 0 obj > endobj 828 0 obj >/Encrypt 805 0 R/Filter/FlateDecode/ID[204582ACDF9830488A7FFA5AA0D27A23>]/Index[804 121]/Info 803 0 R/Length 118/Prev ...There are two main types of 529 plans: 529 college savings plans are the most common type and generally considered the best and most flexible 529 option. Investments grow tax-free and can be ...Helping families save for college since 1999. Easily browse over one hundred 529 college savings plans by state, name, plan type, program manager or investment manager. Quickly find the plan you're looking for.2 beds, 1 bath, 783 sq. ft. condo located at 529 Hillsborough St #8, Chapel Hill, NC 27514 sold for $91,500 on Jan 16, 2018. View sales history, tax history, home value estimates, and overhead view...529 plans: why you should invest for just 24 hours. 10 cheapest 529 colleges savings plans. According to Morningstar, here are the 10 cheapest 529 plans based on their overall expense ratios: 1 ...The LoneStar 529 Plan, which is a 529 Plan.Back to top Plan Governing Documents The primary instruments governing the agreement between the Plan and the Account Owner. • Plan Description—Similar to a mutual fund’s prospectus, the Plan Description provides detailed information about the Plan, including investment options, fees, and expenses.Be sure to have the following information to complete your online NC 529 enrollment form: Participant Information: Your Social Security Number (SSN) or Taxpayer Identification Number (TIN), birth date, address, and e-mail address. Beneficiary Information: Name and birth date of the future student for whom you are saving. Learn about saving for college, 529 plans, financial aid, scholarships, FAFSA and student loans. Calculate college costs, loan payments, savings goals and SAI. Oct 25, 2019 · Socially responsible investing (SRI) and environmental, social and governance (ESG) investing incorporate ethics into the investment process. Many investment managers use a combination of these strategies to offer investments that align with certain values and beliefs. Nine 529 plans currently offer sustainable portfolios, and the TD Ameritrade ... The LoneStar 529 Plan® (“Plan”) is administered by the Texas Prepaid Higher Education Tuition Board (“Board”). Orion Advisor Solutions, Inc. is the plan manager. The Plan and the Board do not provide legal, financial, or tax advice and participants in the Plan should consult a legal, financial, or tax advisorThe LoneStar 529 Plan is a tax-advantaged way to save for tuition and other qualified education expenses. It offers professional management, low fees, and a wide range of investment options for advisors and their clients.Texas College Savings Plan and LoneStar 529 Plan. Estimated total asset-based fees are available on the Allocation Worksheets for the Texas College Savings Plan and the LoneStar 529 Plan, and are published in the Plan Descriptions and Savings Trust Agreements, which are reviewed annually. Fees are subject to change.LoneStar 529 Plan. The program management of Texas' Lonestar 529 Plan was assumed by Orion Advisor Solutions, Inc. (previously known as NorthStar Financial Services Group, LLC) in September 2014. The plan offers an enrollment year option, three risk-based portfolios, a... The LoneStar 529 Plan ® (“Plan”) is administered by the Texas Prepaid Higher Education Tuition Board Board”). Orion Advisor Solutions, Inc. (“Orion”) is the manager of the Plan, which is distributed by Northern Lights Distributors, LLC and maintained by Ultimus Fund Solutions, LLC, neither of which are affiliated with Orion. Lone Star Storage Center - Cypress FM 529 · Page · Storage Facility · (832) 593-7867 · lonestarstoragectr.com/locations/cypress · Rating · 5.0 (5 Review...Dec 23, 2013 ... LoneStar 529 Plan, Texas, $154.76, 73,667. 77, Kentucky Education Savings Plan Trust, Kentucky, $152.52, 11,536. 78, SMART529 WV Direct, West ...Oct 27, 2023 · The Lonestar 529 plan’s total asset-based expense ratios range from 0.59% to 1.44%, plus an additional sales charge, depending on the share class. According to Savingforcollege.com’s most recent 529 fee study , the 10-year total asset-based fees on a $10,000 investment in the Texas College Savings Plan would be between $418 and $653. The Lonestar Storage Center - 21145 FM 529 storage facility in Cypress, TX, provides multiple types of units to cover all your storage needs. View photos of Lonestar Storage Center - 21145 FM 529 and check out its exact location on the map to ensure that it is convenient for you. Look at all the unit sizes, from the smallest unit to the largest ...This presentation provides limited highlights of the college savings plans, ABLE program, and prepaid tuition plan administered by the State of Texas through the Texas Comptroller’s office. Our office cannot provide legal, tax, financial, benefit or investment advice about the plans or program, or advice regarding penalty avoidance under ...Authorized by Section 529 of the Internal Revenue Code (IRC), the Texas “529 Plans” offer tax-advantaged accounts to save for college expenses. Any earnings in the account are tax-free if used for qualified education expenses. Texas offers two types of “529 Plans” CollegeSavings Plans Prepaid Tuition Plan No Texas residency required. Both the Texas direct-sold 529 plan (Texas College Savings Plan) and the advisor-sold plan (Lonestar 529 Plan) are managed by Orion Advisor Solutions, Inc. (formerly known as NorthStar Financial Services Group, LLC) and offer investments from a diverse selection of firms. Texas also has two 529 prepaid tuition plans for Texas residents—a contract-type program that closed to new enrollment in ... 529 Plans by State ; Texas, LoneStar 529 Plan · Texas College Savings Plan · Texas Guaranteed Tuition Plan · Texas Tuition Promise Fund (Prepaid) ; Utah, my529...In fact, even the person opening the 529 plan can be its beneficiary. 3. Open the account. Most accounts can be opened online. Once opened, you can deposit funds directly into the account, and ... If the Roth IRA trustee/custodian requires a Letter of Acceptance, the owner of the Roth IRA account will need to direct them to send that letter to the LoneStar 529 Plan before the Plan can roll over the funds. The request can be sent by fax to: 402-431-4452 or mailed to: LoneStar 529 Plan, P.O. Box 540010, Omaha, NE 68154. 800-544-1914. Chat with a representative. An accelerated transfer to a 529 plan (for a given beneficiary) of $90,000 (or $180,000 combined for spouses who gift split) will not result in federal transfer tax or use of any portion of the applicable federal transfer tax exemption and/or credit amounts if no further annual exclusion gifts and/or ...%PDF-1.6 %âãÏÓ 804 0 obj > endobj 828 0 obj >/Encrypt 805 0 R/Filter/FlateDecode/ID[204582ACDF9830488A7FFA5AA0D27A23>]/Index[804 121]/Info 803 0 R/Length 118/Prev ...Surprise: It can make sense to mete out money in a 529 account rather than exhausting it in one year, says college financing expert Mark Kantrowitz. By clicking "TRY IT", I agree t...If you use money in a 529 plan for something other than a qualified educational expense, you will likely incur a 529 plan penalty. The 529 plan penalty is 10% on the earnings portion withdrawn for a non-qualifying expense. You will also have to pay ordinary income taxes on the earnings portion of the non-qualifying withdrawal.Use the lookup tool below to determine if a particular higher education institution is recognized as an 'eligible' institution for purposes of Section 529. Select a state and leave school blank to see all schools for that particular state, territory, or foreign country. Select a state and input the full or partial name of a school to find out about a particular institution. …LONESTAR 529 PLAN® ALLOCATION WORKSHEET as of March 7, 2022 TARGET ENROLLMENT YEAR OPTIONS TARGET INVESTMENT ALLOCATIONS1 Asset Class Name Ticker 2038-2039 Portfolio 2036-2037 Portfolio 2034-2035 Portfolio 2032-2033 Portfolio 2030-2031 Portfolio 2028-2029 Portfolio 2026-2027 Portfolio 2024-2025 …The LoneStar 529 Plan. The LoneStar 529 Plan (the “Plan”) is an advisor-sold 529 savings plan administered by the state of Texas and managed by Orion Advisor Solutions, Inc., and distributed by Northern Lights Distributors, LLC. The Plan’s low initial deposit, affordable costs, flexibility, diversifiedThe LoneStar 529 Plan® (the “Plan”), an advisor-sold plan, represents an opportunity to help you save enough for college. The Plan is a 529 savings plan administered by the state of Texas and managed by NorthStar Financial Services Group, LLC, the parent company of Northern Lights Distributors, LLC. Read it carefully before you invest or send money. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917. A 529 plan is a college savings plan sponsored by a state or state agency. Savings can be used for tuition, books, and other qualified expenses at most accredited colleges and universities. Listed below are all the 529 plans that offer at least one TIPS or other inflation-protected investment option. In addition to these programs there are a number of 529 plans utilizing TIPS as a component of their fixed-income options. Alabama: CollegeCounts 529 Fund. Alabama: CollegeCounts 529 Fund Advisor Plan. Arkansas: …Every state offers a 529 plan to help you save for college, so we break down what to know, what you get, and where to open 529 plans in your state. The College Investor Student Loa...Jan 19, 2024 · In fact, even the person opening the 529 plan can be its beneficiary. 3. Open the account. Most accounts can be opened online. Once opened, you can deposit funds directly into the account, and ... Lonestar 529 Plans: To open a Lonestar 529 plan, account holders need just $25, and they choose from age-based or static investment options. Investments are ...The program management of Texas' Lonestar 529 Plan was assumed by Orion Advisor Solutions, Inc. (previously known as NorthStar Financial Services Group, LLC) in September 2014. The plan offers an enrollment year option, three risk-based portfolios, and 20 individual asset class portfolios. To find a financial advisor in your area, use the ...
Thinking about setting up a 529 plan to save for college in your child’s future? Use our new interactive map to browse and compare 529 plans by state. ... LoneStar 529 Plan.. Command strips costco
The beneficiary can use the Lonestar 529 plan at any accredited public or private secondary educational institution in the country or abroad, including vocational and graduate schools. Along with tuition, fees and textbooks, the Lonestar 529 plan may be used towards room and board as long as the student is enrolled a minimum of half-time.Top 529 plans. The best 529 plans have a few things in common: low costs, good benefits and a solid track record of investment performance. Here are five of the top 529 plans: Ohio’s 529 plan ...The program management of Texas' Lonestar 529 Plan was assumed by Orion Advisor Solutions, Inc. (previously known as NorthStar Financial Services Group, LLC) in September 2014. The plan offers an enrollment year option, three risk-based portfolios, and 20 individual asset class portfolios.Thinking about setting up a 529 plan to save for college in your child’s future? Use our new interactive map to browse and compare 529 plans by state. LoneStar 529 Plan 529 Plan Information ...2. The direct-sold Texas College Savings Plan ® and advisor-sold LoneStar 529 Plan ® are 529 college savings plans administered by the state of Texas that offer a flexible and tax-advantaged way to save for a child’s college education, including tuition, fees, room and board, and textbooks and registered apprenticeship programs. The Plan ...Top 529 plans. The best 529 plans have a few things in common: low costs, good benefits and a solid track record of investment performance. Here are five of the top 529 plans: Ohio’s 529 plan ...The LoneStar 529 Plan is a tax-advantaged 529 college savings plan designed to help families and individuals nationwide save for qualified higher education expenses. Close X Qualified Higher Education Expenses: Undergraduate and graduate tuition, fees, books, supplies, and equipment required for a Beneficiary’s enrollment or attendance at an ...The Lonestar 529 plan’s total asset-based expense ratios range from 0.59% to 1.44%, plus an additional sales charge, depending on the share class. According to Savingforcollege.com’s most recent 529 fee study , the 10-year total asset-based fees on a $10,000 investment in the Texas College Savings Plan would be between $418 and $653.Jan 19, 2024 · In fact, even the person opening the 529 plan can be its beneficiary. 3. Open the account. Most accounts can be opened online. Once opened, you can deposit funds directly into the account, and ... Option #4 — LoneStar 529 Plan, advisor-sold college savings plan; Option #5 — Texas Tuition Promise Fund, state’s newest prepaid tuition plan open for enrollment from Sept. 1 – Feb. 28/29 each year ; [email protected]. Staff. Linda Fernandez, Director 800-531-5441, ext. 3-4863 Get to Know Virginia529. For more than 25 years, Virginia529 has helped millions of families plan and save for future education expenses through its tax-advantaged 529 savings programs. Whether you're saving for higher education expenses, K-12 tuition at private and religious schools, student loan repayment or registered apprenticeship programs ... Both the Texas direct-sold 529 plan (Texas College Savings Plan) and the advisor-sold plan (Lonestar 529 Plan) are managed by Orion Advisor Solutions, Inc. (formerly known as NorthStar Financial Services Group, LLC) and offer investments from a diverse selection of firms. Texas also has two 529 prepaid tuition plans for Texas residents—a contract-type program that closed to new enrollment in ....