Portfolio | Estimated Underlying Fund and Management Expenses1 | Program Manager Fee2 | State Fee3 | Miscellaneous Fee4 | Total Annual Asset-Based Fee5 | Annual Account Maintenance Fee6 |
---|---|---|---|---|---|---|
AZ Portfolio 2042 (Fidelity Funds) | 0.67% | 0.125% | 0.045% | N/A | 0.84% | N/A |
AZ Portfolio 2039 (Fidelity Funds) | 0.64% | 0.125% | 0.045% | N/A | 0.81% | N/A |
AZ Portfolio 2036 (Fidelity Funds) | 0.61% | 0.125% | 0.045% | N/A | 0.78% | N/A |
AZ Portfolio 2033 (Fidelity Funds) | 0.58% | 0.125% | 0.045% | N/A | 0.75% | N/A |
AZ Portfolio 2030 (Fidelity Funds) | 0.55% | 0.125% | 0.045% | N/A | 0.72% | N/A |
AZ Portfolio 2027 (Fidelity Funds) | 0.50% | 0.125% | 0.045% | N/A | 0.67% | N/A |
AZ Portfolio 2024 (Fidelity Funds) | 0.44% | 0.125% | 0.045% | N/A | 0.61% | N/A |
AZ College Portfolio (Fidelity Funds) | 0.43% | 0.125% | 0.045% | N/A | 0.60% | N/A |
AZ Aggressive Growth Portfolio (Fidelity Funds) | 0.78% | 0.125% | 0.045% | N/A | 0.95% | N/A |
AZ Moderate Growth Portfolio (Fidelity Funds) | 0.67% | 0.125% | 0.045% | N/A | 0.84% | N/A |
AZ Conservative Portfolio (Fidelity Funds) | 0.30% | 0.125% | 0.045% | N/A | 0.47% | N/A |
AZ Stable Value Portfolio | 0.45% | 0.07% | 0.01% | N/A | 0.53% | N/A |
Tax advantages
The Arizona 529 plan offers federal and state tax benefits as you save for a child's education.
Flexible use of funds
Use the funds for a wide range of college expenses at accredited schools nationwide—plus tuition expenses for K–12th grade, certain apprenticeship costs, and student loan repayments.1
Many investment choices
Choose either an Age-Based Strategy or a Custom Strategy based on your specific investment goals.
Why invest in a 529 college savings plan with Fidelity?
Friends and family can send gifts directly to your 529 with our free, online college gifting service. Gifters don't need a Fidelity account.
Fidelity Investments 529 College Rewards® Visa Signature® Card
Help to grow your college savings account with unlimited 2% cash back on every eligible net purchase.2
This tax-advantaged education savings account could help you hit your college savings goals. There's no annual account fee and no income restrictions.
The AZ529, Arizona's Education Savings Plan received Morningstar's 2023 Silver Rating.3
Read Morningstar's 529 industry report
Tax advantages |
|
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Earnings |
Any earnings grow federal income tax-deferred. |
Contributions |
Arizona residents and taxpayers are eligible for a state tax deduction on 529 contributions. The annual tax deduction cannot exceed $2,000 per beneficiary for single individuals and $4,000 per beneficiary for married filing jointly.
|
Withdrawals |
Qualified withdrawals are free from federal and Arizona income taxes. |
Account details |
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Account maximum |
$590,000 effective October 1, 20244 |
Investment expenses |
Fees vary, depending on your investment strategy:
|
Plan performance |
View information on the funds' short-term performance, or average annual total returns by month or by quarter.
|
Additional resources |
|
Arizona State Treasurer's Office |
Learn more about the state sponsor for this plan. |
Plan application & fact kit |
Download the application and supporting documents. |
Consider these tips from Fidelity customers who found easy ways to ask their family and friends to consider gifting to their 529 on gift-giving occasions.
Find out what you'll need before you open an account
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Learn more
Access a library of courses, articles, and videos to learn more about planning and saving for college.
Get started with college savings
Understand what it's like to have an account, from choosing a plan to withdrawing funds.
Anyone can use our college savings calculator to figure out how much to save each month. Login or become a member to create a personalized savings plan and track your progress.
Hablamos español
Ahorros para la universidad (PDF)
Un folleto en Español con informacion sobre productos y soluciones de ahorrar para el futuro de su hijo
Abra una Cuenta para el Plan de Ahorro para la Educación de Arizona AZ529
Descargue la Solicitud de Cuenta y el Paquete de Datos del Plan de Ahorro para la Educación de Arizona.
Get in touch
Contact us to get help and answers.
Questions? 800-544-1262 |