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