Search Results for: investment

About: Hawaii’s College Savings Program switched program managers in November 2007 from Delaware Investments to Upromise Investments, Inc., which was acquired by Ascensus College Savings in 2013. The program uses Vanguard Funds in its age-based option, four multi-fund fixed options, and two individual-fund options. Website: https://www.hi529.com/ Phone #: 1-866-529-3343 Investment Options: The Age-Based Option contains 4 portfolios of underlying investment strategies. Contributions are placed into the portfolio corresponding to the beneficiary’s age, and later reassigned to more conservative portfolios as the beneficiary approaches college age. Investors can also select among 4 multi-fund portfolios (Growth, Moderate Growth, Conservative Growth, and Income) and 2 individual-fund portfolios (Total Stock Market Index and Money Market). Hawaii’s College Savings Program is managed by Vanguard mutual funds. Tax Benefits: Earnings … Read more

The Georgia 529 College Savings Plan – Path2College About:  The Path2College 529 Plan is a state-sponsored, tax-advantaged 529 college savings plan that’s helping families and individuals plan for the cost of higher education. It’s available to any citizen or taxpayer. And, just about anyone can help contribute including Grandparents, other family members, and friends. The Georgia Path2College 529 Plan, a TIAA-managed 529 savings program features two age-based options and five fixed options including a guaranteed option with interest at a rate between 1% and 3% as declared each October. Website: https://www.path2college529.com/ Phone #: 1-877-424-4377 Investment Options: The Georgia Path2College 529 Plan is aa TIAA-managed 529 savings program. You can choose between the Managed Allocation Option and the Aggressive Managed Allocation Option, each … Read more

Florida 529 College Savings Plan About: The Florida 529 Savings Plan offers 11 different investment options to help grow your college education savings: from aggressive to conservative, from age-based to customized, or any combination. Instead of utilizing mutual funds, the Florida Prepaid College Board hires various money management firms to manage the separate investment pools, which are available as either static portfolios or as part of an age-based strategy. Website: http://www.myfloridaprepaid.com/ Phone #: 1-800-552-4723 Investment Options: My Florida Prepaid offer three diversified, pre-designed portfolios with underlying investment allocations options. The Age-Based / Years-To-Enrollment Option contains 5 age bands. There’s also a two investment portfolios (Blended Equity and Balanced Portfolios) and 8 single investment funds. Investment portfolios are separately managed by Columbia Management Investment Advisers … Read more

DE529 – Delaware College Investment Plan Delaware’s 529 Plan (DE529) is sponsored by the State of Delaware and managed by Fidelity Investments. The Plan provides tax-advantaged accounts designed to help parents, grandparents and others pay for education expenses, reducing the possibility of debt. Contributions can be invested in portfolios tailored to a person’s age or the investor’s ability to identify an asset allocation strategy. About: Delaware College Investment Plan, a Fidelity-managed 529 plan follows the same approach as other Fidelity plans in Arizona, Massachusetts, and New Hampshire. The Delaware College Investment Plan is a tax-advantaged 529 college savings plan open to both residents and nonresidents. The plan is sponsored by the state of Delaware and managed by Fidelity Investments. Website: https://www.fidelity.com/ Phone … Read more

About: The Connecticut Higher Education Trust (CHET) is a state-sponsored, tax-advantaged 529 college savings plan that’s helping families and individuals plan for the cost of higher education. It’s available to any citizen or tax payer. And just about anyone can help contribute including Grandparents, other family members and friends. The Connecticut Higher Education Trust (CHET) features three age-based options along with eight static investment options. Website: https://www.aboutchet.com/ Phone #: 1-888-799-2438 Investment Options: CHET is administrated by the State of Connecticut, acting by and through the Connecticut 529 College Savings Board. There are three age-based options, the Moderate Managed Allocation Option, Conservative Managed Allocation Option and the Aggressive Managed Allocation Option, are offered, each containing 6 portfolios of underlying mutual funds. Four static blend and … Read more

About: The CollegeInvest 529 Scholarship is designed to award scholarships to Colorado residents of middle income families who have planned for a higher education by saving with a CollegeInvest 529 College Savings Plan. This is a great opportunity for students or adults looking to go to college or vocational school for the first time, those planning to go back to school, or looking to change careers. Website: https://www.collegeinvest.org Phone #: 1-800-997-4295 Investment Options: The Age-Based option is offered in 3 different risk levels (Aggressive, Moderate, and Conservative) each containing 4 or 5 portfolios of underlying mutual funds. The investors can also select among 5 multi-fund portfolios with varying risk tolerances and 3 individual-fund portfolios. These investment options are from Vanguard mutual funds. Tax Benefits: Contributions … Read more