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Why are 529 college savings plans so popular? They can help your children afford college while also providing you with benefits: • Tax-deferred earnings • Tax-free qualified withdrawals* • Control by the account owner over how assets are used • Gift- and estate-tax advantages Saving for college starts with a choice
announce that Indiana’s CollegeChoice 529 Savings Plans have been named top-performing plans by SavingforCollege.com based on investment performance during the fourth quarter of 2021. CollegeChoice Direct secured the #1 spot for 3-year, 5-year, and 10-year investment performance, and came in at #3 for 1-year investment performance.
CollegeChoice Advisor’s Portfolios invest in: (i) exchange-traded funds; (ii) mutual funds; (iii) separate accounts, and (iv) an FDIC-insured omnibus savings account held in trust by the Authority at NexBank. Units of the Portfolios are municipal fund securities and the value of the units will vary with market conditions.
Each quarter Saving For College analyzes the investment returns for thousands of 529 portfolios and ranks the 529 savings plans based on the overall investment performance. This table shows how we ranked all direct-sold 529 plans for five -year performance.
Download forms for Scholars Choice 529 college savings plans through CollegeInvest. View forms for new, existing & employer sponsored savings plans today.
Details about a 529 plan’s investment options, share classes, fees, expenses, risks and other important information can be found in each plan’s program description or offering statement.
INDIANAPOLIS (June 22, 2022) — State Treasurer Kelly Mitchell is pleased to announce that Indiana’s CollegeChoice 529 Savings Plans have been named top-performing plans by SavingforCollege.com based on investment performance during the first quarter of 2022.
