IVY INVESTED℠ 529 PLAN

IT’S TAX ADVANTAGED.
IT’S CONVENIENT AND FLEXIBLE.
IT’S EASY TO GET STARTED.

Ivy InvestEd 529 Plan is a flexible, tax-advantaged 529 plan that allows you to invest for future education goals.

TAX ADVANTAGES1

  • Earnings grow federal income tax free.
  • Withdrawals are federal income tax free if applied to qualified education expense.
  • Tax breaks may be available in some states.
  • Estate planning advantages also available.

CONVENIENT AND FLEXIBLE

  • No income restrictions.
  • High contribution limits available.
  • Owner sets up account for the benefit of the selected beneficiary and account is transferable, if need be.
  • Investment options include six age-based or static portfolios plus 20 individual fund portfolios, managed by professional money managers.

EASY TO GET STARTED

  • Accounts can be opened with as little as $250 per fund.
  • Automatic monthly investment or Automatic Investment Service (AIS) Accounts can also be opened with only $150 per fund.2
  • If an account is established through payroll deduction or salary deferral, there are no account minimums.2



To learn more about the Ivy InvestEd 529 Plan, visit our webpage or contact us by phone.

If you are an individual investor, contact Ivy Client Services at 1-800-777-6472.

If you are a financial advisor, contact the Ivy Distributors, Inc. Sales Desk at 1-800-532-2780.