529 PLANS

529 News

Ivy InvestEd 529 Plan reduces costs and improves investment options

(September 18, 2017) - Effective September 18, 2017, Ivy Investments made enhancements to the InvestEd 529 Plan, offered through the state of Arizona, to provide financial advisors with a more competitive and cost-effective college savings product they can offer clients. The Planís sales charges have been lowered from 5.75% to 2.5%, and minimum initial investments have been reduced to $250 (or $150 with automated investments) from $750. Three age-based portfolio options, as well as five passively managed index funds have also been added to the plan.

Return to 529 News center.

 

Reset email successfully sent.
Please check your inbox.

Close
page loadtime mark

Advertisement


close