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Oregon Saves
Frequently Asked Questions
Saver FAQs
Where can I find a copy of the program rules?
The OregonSaves program rules are
posted here
.
Articles in this section
Where can I find information about investments, fees, risks, and other program details?
Where can I find a copy of the program rules?
I’m not eligible for the employer-sponsored retirement plan at my job. Can I join OregonSaves?
What about expense ratios and fees?
What do I need to set up my own account?
I’m self-employed. Can I set up my own OregonSaves account?
Am I eligible for the Saver's Credit from the IRS?
Can I make a tax-free rollover from a 529 (college savings) account to an OregonSaves account?
Are there income limits to participate in OregonSaves?
Do other states have programs like this?
See more