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Last updated at November 13th, 2020For more information about Morningstar's overview of ScholarShare 529, go to Morningstar.com. Past performance does not predict future results. Source: Morningstar.com. A Morningstar Analyst Rating for a 529 college savings plan is not a credit or risk rating. Analyst ratings are subjective in nature and should not be used as the sole basis for ...
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Status : OnlineWith ScholarShare 529, making regular contributions automatically is easy and worry-free. Set up recurring contributions from your checking or savings account to your 529 plan in minutes. Once complete, you can change recurring contributions to your account at any time.
Status : OnlineScholarShare 529’s average annual asset-based fees are 0.28% for all portfolios compared to 0.59% for all 529 plans. 4 Check with your home state to learn if it offers tax or other benefits such as financial aid, scholarship funds or protection from creditors for investing in its own 529 plan.
Status : OnlineOpen your account online today and your ScholarShare 529 plan could be growing by bedtime. Questions about opening an account? Call us: 1-800-544-5248. Monday to Friday 8:00 AM to 7:00 PM PT. Open an Account. Request an Enrollment Kit. Download Enrollment Kit Book. Download an Account Application.
Status : OnlineScholarShare 529 was created by the State of California as a tax-advantaged way to help families save for the cost of higher education. ScholarShare 529 is administered by the ScholarShare Investment Board (SIB), an agency of the State of California, and chaired by the State Treasurer.
Status : OnlineCalifornia's ScholarShare 529 is available to residents of any state. It offers a variety of investment options from TIAA-CREF, T. Rowe Price and others.
Status : OnlineRollover an existing 529: If you have money in another 529 plan and would like to roll it over into your ScholarShare 529 account, call us at 1.628.231.6519, or email us workplace529@ScholarShare529.com to have a consultant assist you.
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