Frequently Asked Questions
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Investment
2. Is the investment guaranteed?
     

Like accounts in any mutual fund, investments that are equity based are subject to market and other risks and are not guaranteed. Some states offer a "guaranteed" option. Those guaranteed options may range from a stable value account paying a stated interest for a stated time period to a bank issued, FDIC guaranteed savings account or CD.  Examples of a few states offering a bank CD investment option are Ohio, Illinois, and Arizona).
 
1. How are the 529 funds invested?
3. What is the minimum/maximum investment?
4. If my family situation changes, and therefore my investment objectives change, can I change to another 529 plan that better meets my needs?
5. If I move to a different state, can I change to a different 529 plan?
6. Why is the maximum amount I can contribute different in each state?
Still Need Help? Ask An Expert

Do you want guidance in selecting a 529 plan?  Click the Contact Us button below and speak to a live advisor, or drop us an email and we will be pleased to assist you. If you are a do-it-yourself person, click the Professor for his assistance in sorting and ranking plans or click on the National Map to locate a specific state's 529 program.

 

 

 

 
 
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