CHET Advisor 529 Plan

Help families make the most of the money they invest for education with a CHET Advisor Plan, sponsored by the State of Connecticut and managed by Fidelity.

Why choose a CHET Advisor 529 Plan?

You can give families the financial freedom to pursue a higher education

Families want the best for their children and grandchildren, to see them realize their life's ambitions. Education is integral to their success, and while paying for college could be one of the largest expenditures families may incur, it just might be the best investment a family can make.

Tax advantages for Connecticut residents

With the CHET Advisor 529 Plan, Connecticut residents may:

  • Deduct up to $5,000 of taxable income annually from Connecticut state income taxes ($10,000 for joint filers).
  • Deduct amounts contributed from the donor's Connecticut state income tax in the succeeding five years, so long as the contributions weren't deducted in the year in which they were made.

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Want to know more?

Let's talk about this advisor-managed 529 plan for your clients.

CHET Advisor Workplace 529 Program

Do you have clients looking to enhance their employee benefits program? The CHET 529 Workplace Program makes saving for college easier for employees and their families—at no enrollment cost to the employer.

Gifting into 529 plans

Your clients’ savings could get a boost when friends and family give gifts to their 529 accounts. Account savings have the potential to grow faster when grandparents, relatives, and friends can contribute.