Collegeamerica 529 Plan Contact Number
Among the lowest fees for advisor sold 529 college savings plans.
Collegeamerica 529 plan contact number. As a matter of fact since 2004 collegeamerica has consistently been recognized as among america s best by morningstar a premiere investment research company. The blackrock collegeadvantage 529 plan is designed to be a qualified tuition program under section 529 of the internal revenue code. Find american funds contact information for account and sales inquiries wholesalers area sales representatives and retirement plan counselors. 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.
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. Collegeamerica is virginia529 s partnership with capital group home of american funds one of the oldest and largest mutual fund companies in the country. But just because you live in a certain state doesn t mean you re required to use its 529 savings plan.
Website assistance 800 421 4225 ext. Most states have a 529 savings plan including washington d c. Call wells fargo advisors at 1 866 243 0931. 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.
For instance collegeamerica is sponsored by the commonwealth of virginia but you can invest in it no matter where you live as long as it s in the u s. 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. You may also contact your state 529 plan or any other 529 education savings plan to learn more about their features. Ready to invest in a 529.
One of the the most effective ways to save for college is with a 529 savings plan collegeamerica is the nation s largest 529 savings plan 1 with more than 1 million families invested. Consistently recognized by morningstar as a highly rated advisor sold 529 plan. If you use a teletypewriter tty or other telecommunication device for the deaf tdd you may contact us via a relay service. Please contact your financial professional or call 866 222 7498 to obtain a plan disclosure document or prospectus for any of the underlying funds.