529 Plan FAQ About Portfolios and Investments
529 Plan FAQ - About Portfolios and Investments - Fidelity Please enter a valid email address Please enter a valid email address Important legal information about the email you will be sending. By using this service, you agree to input your real email address and only send it to people you know. It is a violation of law in some jurisdictions to falsely identify yourself in an email. All information you provide will be used by Fidelity solely for the purpose of sending the email on your behalf. The subject line of the email you send will be "Fidelity.com: " Your email has been sent.
Go It's important to choose an investment mix that you'll be able to live with—one that won't keep you up at night when market volatility strikes. But it should also provide the potential for growth that will help you reach your goals. Investors have historically balanced those needs by investing in age-based mutual fund portfolios that include a blend of stocks, bonds, and short-term investments that adjust over time to grow more conservative as the child nears college age. Read more about the investment options Fidelity offers: Yes, you can change the investment instructions on any new deposits made to the account at any time. But, per IRS rules, you can only change your current investments twice per calendar year—or if you change beneficiaries—without incurring taxes. To find out more, visit the page. To make changes to your current and future investments, read . You can also download the applicable investment instruction form below or call 800-544-1914. You can pick an investment portfolio but, due to IRS rules, you can't choose individual investments, mutual funds, or ETFs in a 529 plan. Your options include a variety of portfolios that hold a combination of mutual funds. To see a list of mutual funds in each portfolio, visit the plan performance page for your 529 plan.
800-544-1914 The UNIQUE College Investing Plan, U.Fund College Investing Plan, DE529 Education Savings Plan, AZ529, Arizona's Education Savings Plan, and the Connecticut Higher Education Trust (CHET) 529 College Savings Plan - Direct Plan are offered by the state of New Hampshire, MEFA, the state of Delaware, and the state of Arizona with the Arizona State Treasurer's Office as the Plan Administrator and the Arizona State Board of Investment as Plan Trustee, and the Treasurer of the state of Connecticut respectively, and managed by Fidelity Investments. If you or the designated beneficiary is not a New Hampshire, Massachusetts, Delaware, Arizona or Connecticut resident, you may want to consider, before investing, whether your state or the beneficiary's home state offers its residents a plan with alternate state tax advantages or other state benefits such as financial aid, scholarship funds and protection from creditors. Units of the portfolios are municipal securities and may be subject to market volatility and fluctuation. Please carefully consider the plan's investment objectives, risks, charges, and expenses before investing. For this and other information on any 529 college savings plan managed by Fidelity, contact Fidelity for a free Fact Kit, or view one online. Read it carefully before you invest or send money. 442360.26.0
Fidelity does not provide legal or tax advice, and the information provided is general in nature and should not be considered legal or tax advice. Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation.
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Mutual Funds and Mutual Fund Investing - Fidelity Investments
Clicking a link will open a new window.529 plan FAQs About the portfolios and investments
Go It's important to choose an investment mix that you'll be able to live with—one that won't keep you up at night when market volatility strikes. But it should also provide the potential for growth that will help you reach your goals. Investors have historically balanced those needs by investing in age-based mutual fund portfolios that include a blend of stocks, bonds, and short-term investments that adjust over time to grow more conservative as the child nears college age. Read more about the investment options Fidelity offers: Yes, you can change the investment instructions on any new deposits made to the account at any time. But, per IRS rules, you can only change your current investments twice per calendar year—or if you change beneficiaries—without incurring taxes. To find out more, visit the page. To make changes to your current and future investments, read . You can also download the applicable investment instruction form below or call 800-544-1914. You can pick an investment portfolio but, due to IRS rules, you can't choose individual investments, mutual funds, or ETFs in a 529 plan. Your options include a variety of portfolios that hold a combination of mutual funds. To see a list of mutual funds in each portfolio, visit the plan performance page for your 529 plan.
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Questions?800-544-1914 The UNIQUE College Investing Plan, U.Fund College Investing Plan, DE529 Education Savings Plan, AZ529, Arizona's Education Savings Plan, and the Connecticut Higher Education Trust (CHET) 529 College Savings Plan - Direct Plan are offered by the state of New Hampshire, MEFA, the state of Delaware, and the state of Arizona with the Arizona State Treasurer's Office as the Plan Administrator and the Arizona State Board of Investment as Plan Trustee, and the Treasurer of the state of Connecticut respectively, and managed by Fidelity Investments. If you or the designated beneficiary is not a New Hampshire, Massachusetts, Delaware, Arizona or Connecticut resident, you may want to consider, before investing, whether your state or the beneficiary's home state offers its residents a plan with alternate state tax advantages or other state benefits such as financial aid, scholarship funds and protection from creditors. Units of the portfolios are municipal securities and may be subject to market volatility and fluctuation. Please carefully consider the plan's investment objectives, risks, charges, and expenses before investing. For this and other information on any 529 college savings plan managed by Fidelity, contact Fidelity for a free Fact Kit, or view one online. Read it carefully before you invest or send money. 442360.26.0
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Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
796549.1.0