Collegeamerica 529 Plan Load Waived

The five year election unique to 529 plans allows you to treat your contributions to a 529 plan as being made ratably over a five year period for gift tax purposes. Collegeamerica is the nation s largest 529 college savings plan 1 trusted by more than 1 million families nationwide.

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However my friend works for edward jones and claims that an american funds plan is a much better option even with the 5 load and recommends that we go through him.

Collegeamerica 529 plan load waived. The data come from 529 program official disclosure statements. Among the lowest fees for advisor sold 529 college savings plans. Consistently recognized by morningstar as a highly rated advisor sold 529 plan.

Congress came up with this idea in 1997 recognizing that some families would have the desire and ability to save large amounts in 529 plans but that gift tax consequences might. Please see the funds prospectuses for more information. Class c and 529 c shares.

Collegeamerica accounts which will be aggregated at the account owner level except class 529 e accounts which may only be aggregated with an eligible employer plan ableamerica accounts direct purchases of money market funds and american legacy accounts established after march 31 2007 cannot be aggregated. Collegeamerica is virginia529 s partnership with capital group home of american funds one of the oldest and largest mutual fund companies in the country. 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 with more than 1 million families invested.

As a matter of fact since 2004 collegeamerica has consistently been recognized as among america s best by morningstar a premiere investment research company. Our easy to use plan offers tax advantaged savings with low fees and quality investment options from american funds. Consistently recognized by morningstar as a highly rated advisor sold 529 plan.

Please click here for a further explanation of this fee study. We were going to just do the vanguard 529 since we have heard so many good things about it and already have a vanguard portfolio. Class c and 529 c shares often called level load shares do not have an up front sales charge.

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. Class c shares convert to class a shares after 8 years. Tax exempt bond funds are not available through the collegeamerica 529 plan or ableamerica.

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. Parents may consider using an out of state 529 plan with low fees when their child is young and switching to an in state 529 plan when their child enters high school.

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