North Carolina 529 plans

North Carolina offers direct and advisor sold 529 plans. The plans offer a diverse mix of both static and dynamic investments and all investment gains are tax-free at the federal level, regardless of owner and beneficiary state residency.

North Carolina state picture
NC 529 Plan plan logo

NC 529 Plan

NC 529 Plan is direct sold 529 plan with investments options from Vanguard. It is currently rated bronze by Morningstar. North Carolina does not offer state tax benefits for residents.

Low fees
MorningstarBronze morningstar rating

Tax savings

Resident
Non-resident

Overall score

Resident44%
Non-resident44%
The Morgan Stanley National Advisory 529 Plan plan logo

The Morgan Stanley National Advisory 529 Plan

The Morgan Stanley National Advisory 529 Plan is advisor sold 529 plan with investments options from Morgan Stanley. It is currently not rated by Morningstar. North Carolina does not offer state tax benefits for residents.

Low fees

Tax savings

Resident
Non-resident

Overall score

Resident25%
Non-resident25%