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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.

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 AZ529, Arizona's Education Savings Plan is a tax advantaged 529 plan open to both residents and nonresidents. The plan's sponsored by the Arizona Commission for Postsecondary Education and managed by Fidelity.

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.

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.

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

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 ...

College Depot- offering free, comprehensive college planning services in the Phoenix community; KnowHow2Go - encourage students in grades eight through 10 to prepare for college; Helpful College Planning and Financial Aid Web Services. Arizona 529 Plan – College Savings Planner explains costs, financial aid, and savings options; Arizona Board ...

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 ...

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.

AZ529 is a state-sponsored savings plan designed to allow parents, ... AZ529 Plan savings can be used to pay for college, vocational and workforce training, apprenticeships, and private K-12 education. ... The State of Arizona also offers a tax deduction Plan of up to $4,000 for married couples filing jointly and up to $2,000 for individuals ...

AZ529 Plan Participants invested in the Stable Value Portfolio may not move/exchange money from the Stable Value Portfolio to the Bank Deposit Portfolio. Please carefully review your Portfolio selection before investing in the AZ529, Arizona’s Education Savings Plan. You may want to consult with a financial or tax professional before investing.

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.

The State of Arizona has authorized the two financial institutions listed below to offer two distinct product options for the Arizona 529 College Savings Plan. Fidelity Investments offers direct-sold plans which allow you to open an account yourself. The Goldman Sachs 529 plan can be opened for you by your financial advisor.

Per IRS rules, you can change current investments twice in a calendar year, and when you change the beneficiary. ... 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 ...

This is a unique college savings plan that’s lets you invest your 529 plan money in low risk accounts that are FDIC insured. You can choose from the CollegeChoice CD 529 Savings Plan, InvestorSure CD, Fixed Rate CD, or or HONORS 529 savings account, which is a high yield savings account.. Type: Direct Fund Family: n/a Minimums: Get started with a $250 deposit.

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%.