About 529 Educational Savings Plan

PFS Investments offers 529 Plans for tax-advantaged investment accounts designed for education savings. 529 Plan accounts offer tax-free withdrawals and other benefits when used to pay for qualified education expenses. You can use a 529 Plan to pay for college, K-12 tuition, apprenticeship programs, and even student loan repayments. Any leftover funds can be used in different ways, including funding a Roth IRA.

PFS Investments 529 Plan Providers:

  • American Funds – College America 529 Savings Plan – Virginia

  • Fidelity Advisors – Fidelity Advisor 529 Plan – New Hampshire

  • Franklin Templeton – 529 College Savings Plan – New Jersey

  • Invesco–CollegeBound 529 – Rhode Island

  • J.P. Morgan Asset Management – New York's 529 Advisor Guided College Savings Program – New York

  • Nuveen – Scholars Choice College Savings Program – Colorado

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