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529 Plan

A 529 Plan is an education savings plan operated by a state or educational institution designed to help families set aside funds for future college costs. It is named after Section 529 of the Internal Revenue Code which created these types of savings plans in 1996.


*All situations are different, please consult your financial professional for information regarding your needs and suitability issues." "An investor should consider the investment objectives, risks and charges and expenses associated with municipal fund securities(529 Plans) before investing. More information about municipal securities is available in the issuer's official statement. The official statement should be read carefully before investing.


 
 

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