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OklahomaDream529 offers additional tools and information for financial advisors, including literature and pricing details

Put a Full Court Press on Paying for College

Everyone is excited about March Madness, but it is important not to forget the other player in the game—the rising cost of a college education. The cost of a four-year college education has steadily increased at a pace two and a half times the rate of inflation.

Download our client-use bracket to help your clients team up with the powerful benefits of the OklahomaDream 529 Plan.

529 Madness


529 madness

NOTICE: OklahomaDream 529 Plan accounts are not insured by any state, and neither the principal deposited nor any investment return is guaranteed by any state. Furthermore, the accounts are not insured, nor the principal or any investment return guaranteed, by the federal government or any federal agency.


Before investing, you should consider whether your state of residency, or your intended beneficiary's state of residency, offers a state tax deduction or any other benefits that are only available for investments in that state's 529 program.


An investor should consider the investment objectives, risks, and charges and expenses of the OklahomaDream 529 plan before investing. This and other important information is in the Plan Disclosure Statement, which should be read carefully before investing, and which is available from your financial advisor or on this website.


Withdrawals from a 529 Plan for qualified expenses are free from federal income tax. Qualified expenses include tuition and fees, room and board, books and other supplies. Non-qualified withdrawals are subject to federal income tax and a 10% penalty tax on earnings, with some exceptions, and may also be subject to state tax.


Investment Products: NOT FDIC Insured | May Lose Value | No Bank Guarantee


The OklahomaDream 529 Plan is a Section 529 college savings plan sponsored by the state of Oklahoma and is managed by TIAA-CREF Tuition Financing Inc., and managed and distributed by Allianz Global Investors Distributors LLC, 1633 Broadway, New York, NY 10019-7585, 1-877-529-9299.


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