Tax Benefits

State Tax Benefits
Federal Tax Benefits
Other State Tax Benefits

You do not have to live in Montana

to take advantage of the federal 529 plan benefits offered through the MFESP.
**Montana residents also benefit from a state income tax deduction based on contributions.**

State Tax Benefits

Montana residents may deduct up to $3,000 per taxpayer based upon contributions.

Other State Tax Benefits

In addition to federal tax benefits, if you are a resident of certain states you may be eligible for a state income tax deduction based on contributions to the Montana 529 plan.

Federal Tax Benefits

Earnings grow tax free and distributions are tax free when used to pay qualified higher education expenses.

Products

FDIC insurance and principal protection, College Savings Bank's products are at the heart of this 529 Plan.

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