AZ529, Arizona's Education Savings Plan - Fidelity Investments
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. If you or the designated beneficiary is not an Arizona resident, you may want to consider, before ...
Frequently Asked Questions - Arizona College Savings Plan
Arizona’s Education Savings Plan is Arizona’s version of the savings plans permitted under IRS code section 529. These plans are designed to encourage individuals to save for future education expenses. The Office of the Arizona State Treasurer is the state agency that administers the program.
AZ529 | Benefit Services Division - Arizona
AZ529 Plan savings can be used to pay for college, vocational and workforce training, apprenticeships and private K-12 education. AZ529 Plan earnings grow tax-free and will have no federal income taxes on withdrawals if used for qualified education expenses like tuition, books, and room and board. The State of Arizona also offers a tax ...
Arizona Families Can Turn ‘Disappearing Expenses’ into Educational Savings
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 Education Savings Plan - Arizona Department of Economic Security
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:
AZ529 Arizona’s Education Savings Plan—Bank Plan ... - College Savings
OFFICE OF THE ARIZONA STATE TREASURER KIMBERLY YEE TREASURER STATE CAPITOL ♦ 1700 W. WASHINGTON, PHOENIX, ARIZONA 85007 ♦ (602) 542-7800 ♦ FAX (602) 542-7176 TOLL FREE (877) 365-8310 ♦ WWW.AZTREASURY.GOV August 31, 2022 Dear Valued Customer, As Arizona State Treasurer and Administrator of the AZ529, Arizona's Education Savings Plan, I am writing to notify
What is a 529 Plan? - Arizona's Education Savings Plan
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.
Arizona 529 Plan Investment Options | Fidelity - Fidelity Investments
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. If you or the designated beneficiary is not an Arizona resident, you may want to consider, before ...
Top 5 reasons to start saving early with an AZ529 Education Savings Account
AZ529, Arizona’s Education Savings Plan, is a state-sponsored 529 Plan designed to provide a parent, grandparent, aunt, uncle, family friend or future student an opportunity to save for educational expenses in a tax-deferred manner. These savings can be used to pursue post-high school training and other educational opportunities.
AZ529, Arizona's Education Savings Plan - Saving for College
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 ...
AZ529 | Education Savings | Benefit Services Division - Arizona
AZ529 Plan savings can be used to pay for college, vocational and workforce training, apprenticeships, and private K-12 education. AZ529 Plan earnings grow tax-free, and withdrawals are not subject to federal income taxes if used for qualified education expenses like tuition, books, and room and board. The State of Arizona also offers a tax ...
AZ529, Arizona’s Education Savings Plan - Morningstar
Use our new interactive map to browse and compare 529 plans by state. AZ529, Arizona’s Education Savings Plan 529 Plan Information | Morningstar Morningstar brands and products
Give the Gift of Education with an AZ529 Education Savings Plan this ...
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.
Arizona (AZ) 529 College Savings Plans - Saving for College
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.
How Arizona families can turn ‘disappearing expenses’ into educational ...
One way to set aside those funds is with Arizona’s Education Savings Plan, a state-sponsored 529 plan designed to provide families an opportunity to save for their child's future educational expenses in a tax-advantaged manner with eligible tax deductions per year for contributions made to an account. Accounts can be opened for as little as ...
Arizona has a sneaky plan to protect school vouchers: Tie them to ...
Their plan, as outlined by the Arizona Education Agenda and Axios: To ask voters to extend Proposition 123 to fund teacher pay raises but also to add in constitutional protections for school ...
The Mounting Trouble with Education Savings Accounts
Education Savings Accounts (ESAs), launched in Arizona in 2011, allow public funds to cover a wide range of educational expenses beyond private school tuition. Originally for students with disabilities, ESAs have expanded—most notably in Arizona and West Virginia in 2022—to become universal vouchers. Now adopted by several states, ESAs promote educational outsourcing and align with ...
AZ 529 Education Savings Plan | Arizona 529 | Fidelity
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. If you or the designated beneficiary is not an Arizona resident, you may want to consider, before ...
Parent criticism sends new ESA handbook back to the drawing board
The state board meets again on April 28, and in the coming weeks, plans to work with the department on changes to the handbook. Sean Ross, executive director of the State Board of Education, said in a statement, board members are looking for the department to seek more stakeholder feedback and clarify how newly added restrictions apply to ...