Fidelity Advisor 529 Plan

The Fidelity Advisor 529 Plan is sponsored by the state of New Hampshire and offers tax-advantaged savings that could help families save for higher education.

CHET Advisor 529 Plan

The CHET Advisor 529 Plan offers residents of Connecticut in-state tax benefits that help families and individuals in planning for the cost of higher education.

OklahomaDream 529 Plan

The OklahomaDream 529 Plan offers residents of Oklahoma in-state tax benefits while helping families save for qualified educational expenses.

529 Plan Benefits

Tax Advantages

Earnings grow tax deferred. The tax code allows taxpayers to pay up to $10,000 per student per year in K–12 tuition.1

Control & Flexibility

The account owner can change the beneficiary of the account to a family member of the original beneficiary.2

Estate Tax and Gifting

Assets gifted to a 529 plan are considered immediately removed from the contributor's estate, which may reduce or eliminate estate taxes.

Position Yourself As an Expert

Offering a college savings plan may allow you to keep and attract clients looking for this service. Consider a 529 College Savings Plan to help you increase assets under management while positioning yourself as a trusted financial representative.

2021 College Savings Indicator

Fidelity Investments' College Savings Indicator Study has been conducted on a regular basis since 2007. The study is designed to measure college savings behaviors, attitudes, and expectations of parents with children they intend to send to college.

View the report

Gifting into 529 Plans

Your client's savings could get a boost when friends and family give gifts to their 529 account. Account savings have the potential to grow faster when grandparents, relatives, and friends can contribute.

 
 

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