Yes, the Upromise Rewards program can be linked to any 529 college savings plan. Yes, Fidelity Rewards Visa Signature Card rebates 2% of purchases. Try again or recover your password. The subject line of the email you send will be "Fidelity.com: ".

Step three: We take the average of each 529 plan’s percentile rankings in the seven asset-allocation categories to produce a combined or ‘composite’ percentile ranking. New Hampshire’s UNIQUE College Investing Plan is Fidelity-managed 529 plan follows the same approach as other Fidelity plans in Arizona, Delaware and Massachusetts. Copyright 1998-2020 FMR LLC. The enrollment-based and static portfolios available in this program utilize T. Rowe Price mutual funds. Read it carefully before you invest or send money. Performance information for the Fidelity Advisor Investment Grade Bond Fund (Instl.) But under federal tax rules governing 529 plans, you can reallocate your current plan's investments only twice per calendar year or whenever you change beneficiaries, without incurring federal taxes. Sorry, that username or password isn't right. New York. Copyright © 2020 Saving for College, LLC. U.S. citizens and resident aliens at least 18 years old and UGMA/UTMA custodians. In September 2008, Upromise Investments, Inc., which was acquired by Ascensus College Savings in 2013, took over the management of the Indiana CollegeChoice 529 Direct Savings Plan from JPMorgan, and it now features a year of enrollment option using Vanguard index and Loomis Sayles funds, seven individual portfolios using a variety of investment managers, and an FDIC-insured savings account from NexBank. Responses provided by the virtual assistant are to help you navigate Fidelity.com and, as with any Internet search engine, you should review the results carefully. Investment return It is subsidized by the state, resulting in no costs to the participant above the underlying fund costs. An investment in the Money Market Portfolio is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Please carefully consider each Plan's investment objectives, risks, charges and expenses before investing. Upromise Rewards is free to join and offers members cash back for college. and principal value of an investment will fluctuate; therefore, you may have a gain or loss when you sell your Is there a rewards program or outside scholarship program that works with this program? Please carefully consider each Plan's investment objectives, risks, charges and expenses before investing. Current performance may be lower or higher than the performance data above. These portfolios offer a choice of 3 investment strategies: • Uses primarily active underlying funds Enter your e-mail address to begin the reset password process. You are responsible for monitoring the total amount of your assets on deposit at the Some of the products featured in this article are from our partners, but this doesn’t influence our evaluations. Pennsylvania’s 529 Investment Plan is available to residents of any state, and offers 15 Vanguard investment options, including a socially responsible equity portfolio. In addition, the performance information set forth above in the "Fund Performance" section does not reflect the charges assessed by the Program. For more information about The Vanguard 529 College Savings Plan, download a Program Description or request one by calling 866-734-4530. Links to our full report on the composite rankings for this quarter are provided below for the direct-sold 529 plans. The year your beneficiary will enter college will help determine the Age-Based Portfolio in which you'll invest. • Uses low-cost index funds
Portfolio has not been in existence long enough to provide performance. This ratio may be higher or lower depending on the allocation of the portfolio's assets among the underlying Fidelity funds and the actual expenses of the underlying Fidelity funds. We picked the best plans for performance, low fees, and strong investment options. For security, we track login attempts. Beneficiary and an eligible educational institution jointly, beneficiary, estate of the beneficiary, or account owner, as directed by the account owner. An investor should consider the investment objectives, risks, and charges and expenses associated with municipal fund securities before investing. 7 portfolios shift to a more conservative investment allocation over time, eventually transferring to the College portfolio. this and other information on any 529 College See the underlying funds and portfolio allocations (PDF). By using this service, you agree to input your real email address and only send it to people you know. Separate rankings are developed for one-year, three-year, five-year and ten-year performances.

A few noteworthy callouts include: For the Bank Deposit Portfolio, there is a 0.10% Program Management Fee (includes 0.05% state fee) and is based on the Federal Funds Target Rate. It features three age-based options; one using Fidelity Series actively managed funds; one using Fidelity Series index funds; and a third using a combination of the two. Expense Ratio is the total annual portfolio operating expense ratio from the portfolio's most recent Fact Kit. The plans also offer 11 static options, and one option that invests in an interest-bearing deposit account. There is no minimum to open an account. Although the underlying deposits are eligible for FDIC insurance, subject to applicable federal deposit This and other important information is contained in the fund prospectuses and the CollegeCounts 529 Fund Program Disclosure Statement (issuer’s official statement), which can be obtained by calling 866.529.2228 and at CollegeCounts529.com and should be read carefully before investing. Performance information for the Fidelity Advisor Investment Grade Bond Fund (Instl.) Alaska does not have a personal income tax. For information about the proxy voting policy for the Social Choice Portfolio, click here (PDF). It features three age-based options; one using Fidelity Series actively managed funds; one using Fidelity Series index funds; and a third using a combination of the two. 3.

For a more in-depth explanation of our methodology, please read our white paper. does not reflect the imposition of the program management fee CollegeCounts imposes. Beginning in January 2020, every baby born to or adopted by a Massachusetts resident is eligible for a free $50 seed deposit into a U.Fund 529 college savings account.

Investors in the CollegeCounts 529 Fund do not own shares of the underlying mutual funds directly, but rather own shares of a Portfolio in CollegeCounts. Effective January 1, 2017 through the 2021 tax year, contributions to Massachusetts 529 plans of up to $1,000 per year by an individual, and up to $2,000 per year by a married couple filing jointly, are deductible in computing Massachusetts taxable income. The year your beneficiary will enter college will help determine the Age-Based Portfolio in which you'll invest. 1. Your or the beneficiary's home state 529 plan may offer additional state tax advantages or other state benefits such as financial aid, scholarship funds, and protection from creditors. Not applicable, 0.03% in the age-based portfolios; 0.03% to 0.07% in the static blend portfolios; and 0.02% to 0.31% in the individual portfolios. Investment return and principal value of an investment will fluctuate; therefore, you may have a gain or loss when you sell your units. Find out what information you'll need before you open an account, Aggressive Growth Portfolio (Fidelity Funds), Moderate Growth Portfolio (Fidelity Funds), Aggressive Growth Portfolio (Fidelity Index Funds), Moderate Growth Portfolio (Fidelity Index Funds), Conservative Portfolio (Fidelity Index Funds), Age-Based Portfolio (Fidelity Index Funds), 2 investment choices: Fidelity Funds and Fidelity Index Funds, Options include a mix of equity, fixed income, and money market portfolios, Each portfolio has the same investment objective as its underlying mutual fund, Composed exclusively of a deposit in an FDIC-insured, interest-bearing account, Seeks preservation of principal and is designed for beneficiaries of any age, Managed according to the approximate year the beneficiary is projected to enter college, becoming more conservative over time, 3 investment choices: Fidelity Funds, Blend Funds, or Fidelity Index Funds.

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