Invested 529 Plan: Enroll

Interested in opening an Ivy InvestEd 529 Plan account?
Investing is about making wise decisions. It begins with selecting a qualified financial advisor who will partner with you to identify investments targeted to your needs. The Ivy InvestEd 529 Plan offers a range of investment options designed to meet differing time horizons and risk tolerances. Talk to your advisor today about setting up an Ivy InvestEd 529 Plan account and start investing now for education expenses later.

Invested 529 Plan: Overview

What is a 529 plan?

529 plans are tax-advantaged savings plans designed to encourage saving for future education costs. 529 plans, legally known as “qualified tuition plans,” are sponsored by states, state agencies or educational institutions and are authorized by Section 529 of the Internal Revenue Code.

Invested 529 Plan: Intro Blurb

There are many ways to invest for education goals, thus a great deal of choices to consider. The Ivy InvestEd℠ 529 Plan, a tax-advantaged education savings plan, is designed to help make preparing for the future convenient.


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