August 16, 2024

36 min

Great, you have saved this article to you My Learn Profile page.

529: Ways to help maximize your education savings strategies

Clicking a link will open a new window.

Facebook
Twitter
LinkedIn
Email

4 things you may not know about 529 plans

Clicking a link will open a new window.

Send to

Please enter a valid email address

Your email address

Please enter a valid email address

Message

Important legal information about the email you will be sending. By using this service, you agree to input your real email address and only send it to people you know. It is a violation of law in some juristictions to falsely identify yourself in an email. All information you provide will be used solely for the purpose of sending the email on your behalf. The subject line of the email you send will be “Fidelity.com”.

Thanks for you sent email.

529: Ways to help maximize your education savings strategies

Stay up to date on the latest 529 savings strategies.

This could take a few moments.

Read relevant legal disclosures

Start the school year off strong by learning about the latest strategies and developments for planning and saving for education. In this recorded webinar, an overview will be given of education savings options and cover the most recent 529 plan features and updates.

We’ll cover:

529 plan key facts: Discover what they are, how they work, and who they’re for.
The state of college savings: Get all the highlights from our latest College Savings Indicator Study.
Using your 529 account: Learn what expenses qualify and how to use your 529 savings

Save and invest for college

Open a flexible, tax-advantaged 529 college savings plan.

Start now

More to explore

Learn more about 529s

Explore our thought leadership on college savings plans

Saving enough for college

Confirm if you're on track with our college savings calculator.

Subscribe to Educational Webinars and Events

Free financial education from Fidelity and other leading industry professionals.

Looking for more ideas and insights?

We'll deliver them right to your inbox.

Manage subscriptions

Thanks for subscribing!

Check out your Favorites page, where you can:

Tell us the topics you want to learn more about
View content you've saved for later
Subscribe to our newsletters

Go to Favorites

We're on our way, but not quite there yet

Good news, you're on the early-access list.
But we're not available in your state just yet. As soon as we are, we'll let you know. In the meantime, boost your crypto brainpower in our Learning Center.

Manage subscriptions

Oh, hello again!

Good news, you’re already on the early-access list. Keep an eye on your email for your invitation to Fidelity Crypto.

Manage subscriptions

All fields are required.

First name

Enter your first name.

First name must be no more than 30 characters.

First name must be at least 2 characters.

Sorry, we can't update your subscriptions right now. Please try again later.

Last name

Please enter a valid last name. e.g. Doe.

Enter your last name.

Last name must be no more than 30 characters.

Last name must be at least 2 characters.

Sorry, we can't update your subscriptions right now. Please try again later.

Email address

Enter a valid email address. e.g. name@fidelity.com.

Enter your email address.

Enter a valid email address (like name@fidelity.com).

Email address can not exceed 100 characters.

Please enter a valid email address. e.g. name@fidelity.com.

Thank you for subscribing.

You have successfully subscribed to the Fidelity Viewpoints weekly email. You should begin receiving the email in 7–10 business days.

We were unable to process your request.

Please Click Here to go to Viewpoints signup page.

All fields are required.

First name

Enter your first name.

First name must be no more than 30 characters.

First name must be at least 2 characters.

Sorry, we can't update your subscriptions right now. Please try again later.

Last name

Please enter a valid last name. e.g. Doe.

Enter your last name.

Last name must be no more than 30 characters.

Last name must be at least 2 characters.

Sorry, we can't update your subscriptions right now. Please try again later.

Email address

Enter a valid email address. e.g. name@fidelity.com.

Enter your email address.

Enter a valid email address (like name@fidelity.com).

Email address can not exceed 100 characters.

Please enter a valid email address. e.g. name@fidelity.com.

Thank you for subscribing

Nice work! Need to edit for crypto.

We'll be in touch soon. In the meantime, visit Need to edit for crypto to stay up to date.

We're unable to complete your request at this time due to a system error. Please try again after a few minutes.

All fields are required.

First name

Enter your first name.

First name must be no more than 30 characters.

First name must be at least 2 characters.

Sorry, we can't update your subscriptions right now. Please try again later.

Last name

Please enter a valid last name. e.g. Doe.

Enter your last name.

Last name must be no more than 30 characters.

Last name must be at least 2 characters.

Sorry, we can't update your subscriptions right now. Please try again later.

Email address

Enter a valid email address. e.g. name@fidelity.com.

Enter your email address.

Enter a valid email address (like name@fidelity.com).

Email address can not exceed 100 characters.

Please enter a valid email address. e.g. name@fidelity.com.

Thank you for subscribing.

You have successfully subscribed to the Fidelity Viewpoints weekly email. You should begin receiving the email in 7–10 business days.

We were unable to process your request.

Please Click Here to go to Viewpoints signup page.

All fields are required.

First name

Enter your first name.

First name must be no more than 30 characters.

First name must be at least 2 characters.

Sorry, we can't update your subscriptions right now. Please try again later.

Last name

Please enter a valid last name. e.g. Doe.

Enter your last name.

Last name must be no more than 30 characters.

Last name must be at least 2 characters.

Sorry, we can't update your subscriptions right now. Please try again later.

Email address

Enter a valid email address. e.g. name@fidelity.com.

Enter your email address.

Enter a valid email address (like name@fidelity.com).

Email address can not exceed 100 characters.

Please enter a valid email address. e.g. name@fidelity.com.

Thank you for subscribing.

You will begin receiving the Fidelity Viewpoints Active Investor newsletter.

We were unable to process your request.

Please visit www.fidelity.com/viewpoints.

All fields are required.

First name

Enter your first name.

First name must be no more than 30 characters.

First name must be at least 2 characters.

Sorry, we can't update your subscriptions right now. Please try again later.

Last name

Please enter a valid last name. e.g. Doe.

Enter your last name.

Last name must be no more than 30 characters.

Last name must be at least 2 characters.

Sorry, we can't update your subscriptions right now. Please try again later.

Email address

Enter a valid email address. e.g. name@fidelity.com.

Enter your email address.

Enter a valid email address (like name@fidelity.com).

Email address can not exceed 100 characters.

Please enter a valid email address. e.g. name@fidelity.com.

Thank you for subscribing.

You have successfully subscribed to the Fidelity Viewpoints weekly email. You should begin receiving the email in 7–10 business days.

We were unable to process your request.

Please Click Here to go to Viewpoints signup page.

All fields are required.

First name

Enter your first name.

First name must be no more than 30 characters.

First name must be at least 2 characters.

Sorry, we can't update your subscriptions right now. Please try again later.

Last name

Please enter a valid last name. e.g. Doe.

Enter your last name.

Last name must be no more than 30 characters.

Last name must be at least 2 characters.

Sorry, we can't update your subscriptions right now. Please try again later.

Email address

Enter a valid email address. e.g. name@fidelity.com.

Enter your email address.

Enter a valid email address (like name@fidelity.com).

Email address can not exceed 100 characters.

Please enter a valid email address. e.g. name@fidelity.com.

Thank you for subscribing

Nice work! Get ready to unleash your inner investor.

We'll be in touch soon. In the meantime, visit Women Talk Money to stay up to date.

We're unable to complete your request at this time due to a system error. Please try again after a few minutes.

All fields are required.

First name

Enter your first name.

First name must be no more than 30 characters.

First name must be at least 2 characters.

Sorry, we can't update your subscriptions right now. Please try again later.

Last name

Please enter a valid last name. e.g. Doe.

Enter your last name.

Last name must be no more than 30 characters.

Last name must be at least 2 characters.

Sorry, we can't update your subscriptions right now. Please try again later.

Email address

Enter a valid email address. e.g. name@fidelity.com.

Enter your email address.

Enter a valid email address (like name@fidelity.com).

Email address can not exceed 100 characters.

Please enter a valid email address. e.g. name@fidelity.com.

Thank you for subscribing

Nice work! Get ready to unleash your inner investor.

We'll be in touch soon. In the meantime, visit Women Talk Money to stay up to date.

We're unable to complete your request at this time due to a system error. Please try again after a few minutes.

Thanks for subscribing to
Looking for more ideas and insights?
You might like these too:

Looking for more ideas and insights? You might like these too:

Fidelity Viewpoints^®

Timely news and insights from our pros on markets, investing, and personal finance.(debug tcm:2 ...

Decode Crypto

Clarity on crypto every month. Build your knowledge with education for all levels.

Fidelity Smart Money^℠

What the news means for your money, plus tips to help you spend, save, and invest.

Active Investor

Our most advanced investment insights, strategies, and tools.

Insights from Fidelity Wealth Management ^℠

Timely news, events, and wealth strategies from top Fidelity thought leaders.

Women Talk Money

Real talk and helpful tips about money, investing, and careers.

Educational Webinars and Events

Free financial education from Fidelity and other leading industry professionals.

Fidelity Viewpoints^®

Timely news and insights from our pros on markets, investing, and personal finance.(debug tcm:2 ...

Decode Crypto Clarity on crypto every month. Build your knowledge with education for all levels.

Fidelity Smart Money^℠

What the news means for your money, plus tips to help you spend, save, and invest.

Active Investor Our most advanced investment insights, strategies, and tools.

Insights from Fidelity Wealth Management ^℠

Timely news, events, and wealth strategies from top Fidelity thought leaders.

Women Talk Money Real talk and helpful tips about money, investing, and careers.

Educational Webinars and Events Free financial education from Fidelity and other leading industry professionals.

Done

Add subscriptions

No, thanks.

Saving and budgeting
Planning for college

Investing involves risk, including risk of loss

The UNIQUE College Investing Plan, U.Fund College Investing Plan, DE529 Education Savings Plan, AZ529, Arizona's Education Savings Plan, and the Connecticut Higher Education Trust (CHET) 529 College Savings Plan - Direct Plan are offered by the state of New Hampshire, MEFA, the state of Delaware, and the state of Arizona with the Arizona State Treasurer's Office as the Plan Administrator and the Arizona State Board of Investment as Plan Trustee, and the Treasurer of the state of Connecticut respectively, and managed by Fidelity Investments. If you or the designated beneficiary is not a New Hampshire, Massachusetts, Delaware, Arizona or Connecticut resident, you may want to consider, before investing, whether your state or the beneficiary's home state offers its residents a plan with alternate state tax advantages or other state benefits such as financial aid, scholarship funds and protection from creditors.

Units of the portfolios are municipal securities and may be subject to market volatility and fluctuation.

Please carefully consider the plan's investment objectives, risks, charges, and expenses before investing. For this and other information on any 529 college savings plan managed by Fidelity, contact Fidelity for a free Fact Kit, or view one online. Read it carefully before you invest or send money.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

1161382.1.0

Save and invest for college

More to explore

Learn more about 529s

Saving enough for college

Subscribe to Educational Webinars and Events

Looking for more ideas and insights?

Thanks for subscribing!

We're on our way, but not quite there yet

Oh, hello again!

Thanks for subscribing to Looking for more ideas and insights? You might like these too:

Looking for more ideas and insights? You might like these too:

Fidelity Viewpoints®

Decode Crypto

Fidelity Smart Money℠

Active Investor

Insights from Fidelity Wealth Management ℠

Women Talk Money

Educational Webinars and Events

Thanks for subscribing to
Looking for more ideas and insights?
You might like these too:

Fidelity Viewpoints^®

Fidelity Smart Money^℠

Insights from Fidelity Wealth Management ^℠