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Two Arizona college-savings plans received mixed reviews in a new study. Investment researcher Morningstar.com analyzed 63 college plans organized under Section 529 of the federal tax code.

Learn about and compare the best 529 college savings plans. We've highlighted the best 529 plans by state, performance, ratings, lowest fees, and more. ... Ratings and Reviews. Best student loan refinance companies; ... Arizona's Education Savings Plan is a Fidelity-managed 529 plan follows the same approach as other Fidelity plans in ...

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 ...

Ten 529 college savings plans were upgraded and seven were downgraded. See Morningstar’s latest list of the best 529 plans for 2023. ... AZ529, Arizona’s Education Savings Plan: Upgrade ...

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. ... Plan Review : Link: Link: Related: What is a 529 Plan? 529 Plans By State. 1. Alaska 529 Plan. 2 ...

Arizona's Goldman Sachs 529 Plan is an advisor-sold 529 savings program that features eleven year of enrollment funds, five target-risk funds and 15 individual-fund portfolios invested in Goldman Sachs mutual funds. To find a financial advisor in your area, use the Directory of Financial Professionals.

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.

See all direct sold in-state and out-of-state 529 plans available to Arizona residents and compare plans to find the right college savings plan for you Arizona 529 College Savings Plan | US News ...

Thinking about setting up a 529 plan to save for college in your child’s future? Use our new interactive map to browse and compare 529 plans by state. ... AZ529, Arizona’s Education Savings ...

U.Fund College Investing Plan (MA) Delaware College Investment Plan Fidelity Arizona College Savings Plan; Everything is almost the same, except the withdrawals term: - UNIQUE College Investing Plan (NH/National): Qualified withdrawals are free from both federal income tax and New Hampshire interest and dividends taxes. - The rest: Qualified ...

1. 529 distributions for qualified education expenses are generally federal income tax free. 529 assets may be used to pay for (i) qualified higher education expenses, (ii) qualified expenses for registered apprenticeship programs, (iii) up to $10,000 per taxable year per beneficiary for tuition expenses in connection with enrollment at a public, private, or religious elementary or secondary ...

By Dr. Jim Dahle, WCI Founder. 529 plans are the most commonly used college savings vehicle among my regular readers. They benefit from higher annual contribution limits than Educational Savings Accounts (Coverdell ESAs), can be front-loaded for up to five years, and sometimes offer a break on state taxes.While not as flexible, they are superior to a UTMA or other taxable account due to ...

Arizona offers two 529 savings plans available to residents of any state. Direct-sold AZ529, Arizona's Education Savings Plan is managed by Fidelity Investments, while the advisor-sold offering is The Goldman Sachs 529 Program.

Office of the Arizona State Treasurer 1700 W. Washington St., Ste. 102 Phoenix, AZ 85007 Phone: 602-542-7529

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.

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 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%.

These are: Fidelity Arizona College Savings Plan; Ivy InvestEd 529 Plan (available only through a financial advisor); and College Savings Bank, which offers FDIC insured savings accounts and certificates of deposits (CD’s). With these options, you can choose the plan that best fits your unique investment goals and preferences.