May 20, 2024

44 min

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The latest 529 savings strategies for your child’s education

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4 things you may not know about 529 plans

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The latest 529 savings strategies for your child’s education

Learn how a 529 college savings plan can help you save for a variety of higher education expenses.

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Education can be one of the most important investments in a child’s future and also one of life’s biggest purchases. In this recorded webinar, learn how a 529 college savings plan can help you save for a variety of higher education expenses.

Highlights include:

The foundations of 529 plans: Discover what they are, how they work, and who they’re for.
529 investment opportunities: Explore strategies that may make sense based on age, risk tolerance levels, and preferred investment options.
Family and friends giving: Learn how grandparents, other relatives, and friends can contribute money to an existing 529 account.

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Decode Crypto Clarity on crypto every month. Build your knowledge with education for all levels.

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Insights from Fidelity Wealth Management ^℠

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Planning for college

Investing involves risk, including risk of loss

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.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

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