Search Results for: investment

About: TIAA-CREF took over the management of the California ScholarShare College Savings Plan from Fidelity in November 2011. The plan features two age-based options; one using actively managed mutual funds and one using index mutual funds. It also offers 17 static investment options. Among the static portfolio options is a socially responsible investment option, as well as one that protects principal. Website: https://www.scholarshare.com/ Phone #: 1-800-544-5248 Investment Options: The ScholarShare College Savings Plan offers a variety of professionally managed investment portfolios to fit your life situation, risk tolerance and college savings goals. Investors select from 2 age-based options, guaranteed portfolio options, 12 multi-fund portfolio options, and 4 single-fund portfolio options. Actively-managed portfolios: T. Rowe Price, TIAA-CREF, DFA, PIMCO. Index-fund portfolios: TIAA-CREF. The Principal Plus … Read more

About: The Arkansas 529 GIFT Plan, a 529 program sponsored by the State of Arkansas and available to investors nationwide, combines state and federal tax advantages with trusted investment management by The Vanguard Group, Inc. to help you reach your college savings goal. Website: https://www.arkansas529.org/ Phone #: 1-800-587-7301 Investment Options: The Arkansas 529 GIFT Plan gives you several options for choosing the strategy that’s right for you, your child, and your particular risk tolerance: GIFT Plan Savings Portfolio, a lower-risk, Federal Deposit Insurance Corporation (FDIC)-insured option. Age-Based Options, which automatically adjust as your child nears college age. Custom Portfolios, to create your own from a range of Vanguard-managed investment choices. Tax Benefits:  Contributions to an Arkansas 529 plan of up to $5,000 per year … Read more

529 College Savings Plans are one of the best investments for your children’s education that a parent can make. A 529 College Savings Account is an excellent option for parents looking where to invest in their children. The plan allows parents to contribute after-tax dollars into the account, and the earnings and interest grow tax-free. The parent can withdraw the money and earnings tax-free if they are used for a qualified educational expense. Additionally, with a 529 College Savings Plan, the parent retains control over the account. So, if your child decides to skip college, you can transfer the account to another beneficiary. Tax Benefits Of 529 College Savings Plans Nevertheless, the benefits are substantial if you concentrate on saving for your children’s education. … Read more

CollegeCounts 529 Fund from Alabama Alabama 529 College Savings Plan About: The CollegeCounts 529 Fund offers tremendous tax advantages including tax-deferred growth and tax-free withdrawals for qualified college expenses. In addition, contributions by Alabama taxpayers are eligible for a state income tax deduction of up to $5,000 per individual ($10,000 if married filing jointly). Over time, these tax advantages, along with your investment dollars, can help provide additional savings for college. Website: www.CollegeCounts529.com Phone #: 1-866-529-2228 Investment Options: CollegeCounts is proud to present a wide variety of investment options. Investors select from three age-based options, six target portfolios, or 26 individual fund portfolios. These investment options are from a number of well-respected mutual fund families including Vanguard, T. Rowe Price, PIMCO, and Fidelity. Tax Benefits: … Read more

T Rowe Price College Savings Plan Alaska About:  T. Rowe Price College Savings Plan, the nationally-branded version of Alaska’s direct-sold 529 savings program mirrors the University of Alaska College Savings Plan but lacks the ACT Portfolio found in the UA program. The enrollment-based and static portfolios available in this program utilize T. Rowe Price mutual funds. Website: https://www3.troweprice.com Phone #:  1-800-369-3641 Investment Options: The Enrollment-Based Portfolios contain 8 portfolios of underlying mutual funds. 7 portfolios shift to a more conservative investment allocation over time, eventually transferring to the College portfolio. Investors can select among 2 multi-fund portfolios (Equity Portfolio and Balanced Portfolio), the Fixed-Income Portfolio (a fund-of-funds), the Total Equity Market Index Portfolio, and the Money Market Portfolio. These investments are from … Read more