AZ529 | Arizona's Education Savings Plan. AZ529 is a state-sponsored savings plan designed to provide a parent, grandparent or future student an opportunity to save for educational expenses in a tax-deferred manner. AZ529 Plan savings can be used to pay for college, vocational and workforce training, apprenticeships and private K-12 education.
Savings in an AZ529 plan are free from federal income tax, and withdrawals remain tax-free when used for qualified education expenses. Contributions to an AZ529 Plan can be deducted from your Arizona state income taxes of up to $4,000 per beneficiary for a married couple filing jointly or up to $2,000 per beneficiary for single filers.
AZ529 is a state-sponsored savings plan designed to provide a parent, grandparent or future student an opportunity to save for educational expenses in a tax-deferred manner. 602-542-7529 Category:
The Fidelity Arizona College Savings Plan is not insured by the state of Arizona or Fidelity Investments and neither the principal deposited nor the investment return is guaranteed by the state of Arizona or Fidelity Investments. Fidelity Brokerage Services, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917. 619395.6.0
With Arizona’s 529 Savings Plan, you can begin saving with $15, $25, or $150 a month depending on the plan provider you select. Your contributions to the account grow on a tax-free basis. Anyone can open a 529 college savings plan – parents saving for their children, grandparents saving for grandchildren, or even saving for your own college ...
Fidelity Arizona College Savings Plan. The Fidelity Arizona College Savings Plan is the name of one of Arizona's 529 Plan. This plan offers a variety of investment options, including age-based portfolios that become more conservative as the child approaches college, and static investment fund options. The funds offered include Fidelity Investments.
Plan must be funded by Dec. 31, 2025 to be eligible for deductions on your 2025 taxes. Arizona’s Education Savings Plan is not insured by the State of Arizona or any of the program providers. Neither the principal deposited nor the investment return is guaranteed by the State of Arizona or the program providers.
AZ529, Arizona's Education Savings Plan is a Fidelity-managed 529 plan follows the same approach as other Fidelity plans in Connecticut, Delaware, Massachusetts and New Hampshire. It features three age-based options; one using Fidelity Series actively managed funds; one using Fidelity Series index funds; and a third using a combination of the two. The plan also offers 10 static options, one ...
The state of Arizona has three different plans to choose from: the Fidelity Arizona College Savings Plan, Arizona Family College Savings Program (AFCSP) Bank plan, and the Goldman Sachs 529 Plan. The Fidelity Arizona College Savings Plan is a direct-sold plan that does not require in-state residency and comes with fees of 0% – 1.06%.
The Arizona 529 Plan is a college savings plan named after Section 529 of the Internal Revenue Code sponsored by the State of Arizona. The 529 Plan is designed to provide a parent, grandparent, or anyone else an opportunity to save for a child’s educational dreams within a tax-deferred savings vehicle.
The Bank Plan is sponsored by the State of Arizona and administered by the Arizona State Treasurer’s Office (ASTO).The Arizona State Board of Investment (BOI) is Trustee of the Trust. College Savings Bank, a Division of NexBank (CSB) serves as Service Manager for the Bank Plan.CSB provides recordkeeping and administrative services with overall responsibility for the day-today operations.
Fidelity Arizona College Savings Plan (529 Plan) Account Application p. 2 of 6 1 ACCOUNT SETUP (CONTINUED) Employment status Employed Not employed Retired Occupation (if retired or not employed, indicate source of income) Self-Employed If you are self-employed and your company corporate address is the same as your legal home address,
The Fidelity Arizona College Savings Plan is a traditional 529 plan that allows you to invest money today and reap tax benefits when you withdraw it to pay for qualified education expenses. Type: Direct. Fund Family: Fidelity. Minimums: To get started you can deposit $50 or set up a monthly payment plan of only $15.
The Bank Plan is sponsored by the State of Arizona and administered by the Arizona State Treasurer’s Office (ASTO).The Arizona State Board of Investment (BOI) is Trustee of the Trust. College Savings Bank, a Division of NexBank (CSB) serves as Service Manager for the Bank Plan.CSB provides recordkeeping and administrative services with overall responsibility for the day-today operations.
The Arizona Family College Savings Program is Arizona's 529 plan designed to make it easier for parents to save for their children's education. It is an education savings plan that allows families to save for in-state and out-of-state colleges. ... The qualified distributions are also exempt from federal taxes if residency requirements are met ...
The Bank Plan is sponsored by the State of Arizona and administered by the Arizona State Treasurer’s Office (ASTO).The Arizona State Board of Investment (BOI) is Trustee of the Trust. College Savings Bank, a Division of NexBank (CSB) serves as Service Manager for the Bank Plan.CSB provides recordkeeping and administrative services with overall responsibility for the day-today operations.
The AZ529, Arizona's Education Savings Plan, is offered by 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 is managed by Fidelity Investments. ... For this and other information on any 529 college savings plan managed by Fidelity, contact ...