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A single choice can create opportunities, fuel passions and help make dreams a reality. Choosing to recommend Capital Group’s CollegeAmerica 529 plan can unlock a world of possibilities for investors by giving children the opportunity to explore their boundless potential, while easing mounting education costs.
Each fund’s target date represents the year that corresponds roughly to the year in which the beneficiary is expected to take withdrawals. Investment professionals adjust the portfolio over time so that it becomes more preservation-oriented. A carefully monitored savings glide path means no more manual reallocation for you.
With objectives like growth and preservation, these funds of funds offer broadly diversified portfolios in a single investment.
Build a savings portfolio of your preferred American Funds, or select a single-fund option. Either way, you control the investment mix.
Financial professionals and education savers from all 50 states are using CollegeAmerica to save for education. CollegeAmerica is available in 529‐A, 529‐C, 529‐E, 529-F-1 and 529-F-2 share classes.
Many employers want to help with the high costs of higher education. A 529-E plan can be an easy way for your business owner clients to do so, with no setup costs or mandatory contributions.
Each fund’s target date represents the year that corresponds roughly to the year in which the beneficiary is expected to begin taking withdrawals. Investment professionals adjust the portfolio over time so that it becomes more preservation-oriented. A carefully monitored savings glide path means no more manual reallocation for you.
With objectives like growth and preservation, these funds of funds offer broadly diversified portfolios in a single investment.
Build a savings portfolio of your preferred American Funds, or select a single-fund option. Either way, you control the investment mix.
Any employer with an employer identification number (EIN) is eligible to establish an employer-sponsored CollegeAmerica plan, and all employees, including part-time employees, are eligible to participate. Investors invest in the CollegeAmerica employer‐sponsored program using Class 529‐E shares.
To set up a new CollegeAmerica 529, visit the Account Resource Center to easily access all of the required paperwork, resources and more.
We've made setting up a CollegeAmerica 529 simple, so you can help unlock new worlds of possibilities for your clients and your practice.
† Source: Morningstar. Ratings are based on the following criteria: process, people, parent, price and, until 2022, performance. In 2022, Morningstar’s performance analysis takes place as part of a broader assessment of the people, process and parent criteria.