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F your mailing address is a P.O. Box, please attach a letter of instruction with a U.S. residential address. 11 011660101 011660001 2 portfolio information Minimum initial investment is $1,000.00. If establishing a systematic investment program(s), the minimum initial investment is $50.00 per Portfolio. All of the information below is required to establish the account. POOL NUMBERS age-based portfolios class a class b* class c FA 529 College Portfolio 1221 1233 1243 FA.

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Families who purchase a 529 plan through a financial advisor often pay a sales charge in addition to the plan's underlying mutual fund fees. The amount of commission an advisor earns depends on the mutual fund share class selected within the 529 plan.

In addition, parents and guardians have the potential of earning more compared to sticking their money in a savings account. While growth isn't guaranteed, many 529 plans show an average rate of return that's higher than what you'd find with deposit accounts.

Our 529 plan offers potential tax advantages, a broad range of investment options, and high contribution limits to help students save for higher education expenses. Assets in the plan can be used for tuition, books, and other education-related expenses at most accredited colleges and universities.

If you would like the child to be able to use the funds for any purpose, and not just education, a brokerage account may be the way to go. If you would like the funds to only be used for education, and you would like to keep control of the funds even after the child is an adult, a 529 plan is a great option.

For the commission-based plans available at Morgan Stanley, the overall cost associated with maintaining a 529 Plan ranges up to approximately 2.56 percent of the account value annually. In addition, initial sales charges range up to 5.75 percent.

Direct your rewards to your Fidelity-managed 529 account to save while you spend. Invite friends and family to give to your 529 account with our innovative college gifting service. Get month-by-month savings tips with these 12 college savings strategies (PDF).

Refine Portfolio NamePortfolio #10 yr/ Life*FA 529 Portfolio 2025 - Class I3387+5.43%FA 529 Portfolio 2028 - Class I3388+6.28%FA 529 Portfolio 2031 - Class I3389+7.04%FA 529 Portfolio 2034 - Class I3394+6.67%26 more rows

Class A units for Age-Based, Static Allocation, and Individual Fund Portfolios are sold to eligible investors with a maximum front-end sales charge of 3.50%.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232