CollegeAmerica: the nation’s largest 5291
Nearly 1 million families across the country have trusted CollegeAmerica to help them pursue the college savings challenge.
- Among Morningstar's highly rated adviser-sold 529 college savings plans since 20042
- Low 529 expenses3
- Easy-to-use investment options, including target date funds
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College Savings Basics
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1 Largest by assets, according to the Q1 2012 529 College Savings Quarterly Data Update from Financial Research Corporation.
2 Based on annual Morningstar reports. Morningstar ratings are based on the following criteria: process, performance, price, people and parent.
3 Some of the lowest expenses in the 529 industry, according to a 2011 Morningstar study of 529 college savings plans.
Depending on your state of residence, there may be an in-state plan that provides tax and other benefits not available through CollegeAmerica. Before investing in any state’s 529 plan, you should consult your tax adviser.
If withdrawals are used for purposes other than higher education, the earnings will be subject to a 10% federal tax penalty in addition to federal and, if applicable, state income tax.