Arizona 529 College Savings Plans

Arizona offers two direct-sold 529 college savings plans, one managed by College Savings Bank offering FDIC-insured options, and another managed by Fidelity Investments featuring its mutual funds along with a bank savings option. A third Arizona 529 plan, managed by Ivy Investment Management Company, is advisor-sold.

More details for each Arizona 529 plan can be found by clicking on the links below.

Arizona 529 Tax Benefit
  • Tax deduction for single filers$2,000/yr
  • Tax deduction for joint filers$4,000/yr

Consumer Plans

Fidelity Arizona College Savings Plan

The Fidelity Arizona College Savings Plan is a Fidelity-managed 529 plan follows the same approach as other Fidelity plans in Delaware, Massachusetts and New Hampshire. It features three age-based options; one using Fidelity mutual funds; one using Fidelity index mutual funds; and a third multi-firm option with portfolios that invest in funds offered by several different companies. The plans also offer 11 static options, and one option that invests in an interest-bearing deposit account....

  • Resident Rating
  • Non-Resident Rating

Arizona Family College Savings Program

College Savings Bank, a Division of NexBank SSB offers two FDIC-insured options as part of the Arizona Family College Savings Program: (1) fixed-rate CDs with one-year, two-year or three-year maturities; and (2) the CollegeSure Honors Savings Account, a high-yield savings account. The plan ceased offering InvestorSure CDs and CollegeSure CDs to investors as of August 2, 2016 and October 21, 2016. InvestorSure CDs and CollegeSure CDs issued prior to those dates continue to be managed and serviced by College Savings Bank until their maturity dates....

  • Resident Rating
  • Non-Resident Rating

Advisor Sold Plans

Ivy InvestEd 529 Plan

The Arizona Ivy InvestEd 529 Plan is an advisor-sold 529 savings program that features six fund-of-fund mutual funds from Ivy Investment Management Company, available as either static investment options or as part of an age-based strategy, plus 20 individual-fund portfolios invested in Ivy Funds mutual funds....

  • Resident Rating
  • Non-Resident Rating

ABLE plans

AZ ABLE

The State of Arizona has partnered with the State of Ohio to offer AZ ABLE, a program that offers the STABLE Account Plan to eligible Arizona residents. The STABLE Account Plan is established pursuant to Ohio law (Ohio Revised Code §113.50-§113.56) in accordance with Section 529A, and is structured and operated by the Ohio Treasurer's Office and its Service Providers. HB2388 is the legislation that establishes the Arizona ABLE Act program, AZ ABLE. The Arizona Department of Economic Security administers this program....