What does the 529 plan pay for? What is a '529 Plan'. A 529 plan provides tax advantages when saving and paying for higher education. There are two major types, prepaid tuition plans and savings plans. Prepaid tuition plans allow the plan holder to pay for the beneficiary's tuition and fees at designated institutions in advance.Who can be a 529 plan beneficiary? According to the IRS, a member of a 529 plan beneficiary's family includes the beneficiary's:
(800) 992-0180 For more complete information, or to obtain a prospectus on any Voya fund, please contact your investment professional or Voya Investments Distributor, LLC at (800) 992-0180 for a prospectus. The prospectus should be read carefully before investing. Consider the investment objectives, risks, and charges and expenses carefully before investing.
800-774-5127 More information about the IAdvisor 529 Plan is available in the Program Description. You may obtain a Program Description at www.IAdvisor529.com or by calling 800-774-5127. The Program Description should be read carefully before investing. NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE
Among Morningstar’s highly rated advisor-sold 529 college savings plans since 2004, the year they began issuing ratings.; An attractive estate-planning vehicle, with tax benefits that allow you to contribute up to $15,000 ($30,000 for married couples) annually without gift-tax consequences.Under a special election, you can invest up to $75,000 ($150,000 for married ...
866-677-6933 this application, contact your financial advisor or call 1-866-677-6933. Information is also available E-mail address Daytime phone Evening phone Citizenship of primary Account Owner: Voya 529 Aggressive Growth Option
Total investment return at net asset value is not annualized for periods less than one year. The net expense ratio is the result of a voluntary 0.04% waiver of the Board Fee effective through 2022-12-31. If the waiver is not continued thereafter, the Board Fee would be 0.10% of the average net assets of each Investment Option.
Voya Investment Management is not an underwriter for any underlying municipal securities. An investor should consider the investment objectives, risks, charges and expenses associated with municipal fund securities before investing. More information about municipal fund securities is available in the issuer's Program Description.