Collegeamerica 529 Plan Contact Number

The blackrock collegeadvantage 529 plan is designed to be a qualified tuition program under section 529 of the internal revenue code.

Collegeamerica 529 plan contact number.

Unlike other 529 plans collegeamerica offers the unique opportunity to choose from a variety of american funds while working with your financial adviser to build a college savings plan that meets your specific needs. Like all 529 savings plans collegeamerica is a tax advantaged way to save for college tuition and expenses as well as k 12 private school tuition up to 10 000 per year. Invest with guidance when you invest in a 529 college savings plan through a financial advisor with wells fargo advisors he or she can provide you with planning tools to help you determine your investment goals for college then map out a strategy designed to help meet those goals. You also may wish to contact directly your home state s 529 plan s or any other 529 plan to learn more about those plans features benefits and limitations.

The plan is sponsored by the state of ohio. Virginia s collegeamerica is an advisor sold 529 plan that makes available a line up target date fund portfolios multi fund portfolios individual fund portfolios from american funds through class 529 a 529 c 529 e and 529 f 1 shares. On tuesday september 8 2020. The office will reopen at 8 30 a m.

Consistently recognized by morningstar as a highly rated advisor sold 529 plan. Among the lowest fees for advisor sold 529 college savings plans. Additionally for distributions made after december 31 2018 qualified education expenses include expenses for fees books supplies and equipment required for the participation of a designated beneficiary in certain. All 529 plans prohibit contributions once the account balance for the beneficiary reaches a certain point which is generally in excess of 235 000 but can vary depending on the plan.

529 plans are subject to enrollment maintenance administrative and management fees and expenses. To find a financial advisor in your area use the directory of financial professionals. Collegeamerica is the nation s largest 529 college savings plan offering built in simplicity comprehensive support materials and quality investment options from the american funds. Collegeamerica is virginia529 s partnership with capital group home of american funds one of the oldest and largest mutual fund companies in the country.

If you are not an ohio taxpayer consider before investing whether your or the designated beneficiary s home state offers any state tax or other benefits that are only available for investments in such state s.