The Ivy InvestEd℠ 529 Plan is a tax-advantaged education savings plan designed to help prepare for future education goals.
An Ivy InvestEd 529 Plan can be opened with as little as $250 per fund and subsequent investments do not have a minimum. Financial advisors can help clients set up an account with only $150 per fund and subsequently, a minimum of $50 per month, if an automatic monthly investment or Automatic Investment Service (AIS) is established. Additionally, if an account is established through payroll deduction or salary deferrals, there are no account minimums. Reminder: Periodic investment programs like AIS cannot guarantee a profit or protect against investment loss in a declining market.
The Ivy InvestEd 529 Plan offers a range of investment options designed to meet differing time horizons and risk tolerances. If an account owner is interested in making a gift contribution to an existing Ivy InvestEd 529 Plan account, he/she can complete the Ivy InvestEd 529 Plan Gift Contribution Form.
Automated account access and fund information are available 24 hours a day. Client service representatives are available 7:30 a.m. to 7 p.m. CST, Monday through Friday.
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Kansas City, MO 64121-9722
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Before investing, investors should carefully consider the investment objectives, risks, charges and expenses of the Ivy InvestEd 529 Plan. This and other information is found in the InvestEd Portfolios prospectus, and the Ivy Funds prospectus, the Ivy InvestEd 529 Plan Program Overview, and the InvestEd 529 Plan Account Application. All of these items are available from these links or from a financial advisor. Please read the prospectus carefully before investing.
Before investing, non-residents or tax-payers of states other than Arizona should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors than those offered under the Ivy InvestEdSM 529 Plan. Please consult your tax advisor regarding your personal tax situation.
The Ivy InvestEd 529 Plan and shares of InvestEd Portfolios are offered by Waddell & Reed, Inc. as part of the Arizona Family College Savings Program Trust Fund, a 529 plan administered by the Arizona Commission for Postsecondary Education (the “Program”). Waddell & Reed, Inc. is one of multiple financial Institutions eligible to offer Investments under the Program. Accounts a not insured by the State of Arizona, the Trust, the Arizona Commission for Postsecondary Education, or any other governmental entity, Waddell & Reed, Inc., Ivy Distributors, Inc., or any affiliated or related party, and neither the principal deposited nor the Investment return is guaranteed by any of the referenced parties.
Past performance is not a guarantee of future results. Investments into a 529 plan, including the Ivy InvestEd 529 Plan, are not guaranteed, and all investments involve a certain degree of risk. The value of your Ivy InvestEd 529 Plan account will depend upon the performance of the portfolios in which your account is invested and will fluctuate. It is possible that the value of your account may be less than the amount you invested.
The information provided may include references to concepts that have legal, accounting and tax implications. It is not to be construed as legal, accounting or tax advice, and is provided as general information to assist in the understanding the issues discussed. Neither Waddell & Reed, Inc. nor Ivy Distributors, Inc., nor their associates offer tax, legal, or accounting advice. You may want to consult with your accountant or tax advisor to discuss your personal situation. Investment decisions should always be made based on an investor's specific financial needs, objectives, goals, time horizon and risk tolerance.