40 0 obj You could lose money by investing in this 529 money market investment option.

endobj 5) Got a confidential news tip? All Rights Reserved.

<< endobj It's available directly to investors.
):R��k P\R 49 0 obj >> 6. endobj There's no annual account fee and no income restrictions.

36 0 obj

Investment expenses – Fees vary, depending on your investment strategy.

Although the money market fund in which your investment option invests (the "underlying fund") seeks to preserve its value at $1.00 per share, the underlying fund cannot guarantee it will do so. Fidelity Investments 529 College Rewards® Visa Signature® Card, Help to grow your college savings account with unlimited 2% cash back on every eligible net purchase.1. /Border [0 0 0] New Hampshire's UNIQUE College Investing Plan is Fidelity-managed 529 plan follows the same approach as other Fidelity plans in Arizona, Delaware and Massachusetts. 277.250000 0] /Rect [246 98.7500000 281.250000 106.250000 ] These tax-advantaged accounts allow families to sock away after-tax dollars and have them accumulate earnings free of federal income taxes. 25 0 obj We also compare the asset-based expense attributable to program manager and administrator fees, because these represent the additional costs of using the 529 plan over and above the costs of investing directly in the plan's underlying investments. 513.500000 0] 10 0 obj College Savings Plan Advisory Commission Minutes of the Meeting – August 19, 2013 Page 2 of 11 a) Dr. MacKay reviewed the impacts of the recently-passed 2014-15 State budget on the operation of the UNIQUE scholarship programs for the current biennium. Q۟j�k��q�K�i�]��n��ꎠ!��nh6�N�=Z�� ���%���x_k������9�xn�ݫv�c��I�/Z�K�K���R�v��v�:i�T�L5�-����7�#�++�S��UD�1RQ����?m����� �Z�+dD�����z���1��O Y��_������bճwUP�7�x�8�l��"��(�c�H����oqG�/��궫}=�#���F��w�L���ȏy��! /Type /Annot �c)��8ZVVUU՞����TTT). Use the funds for a wide range of college expenses at accredited schools nationwide—plus tuition expenses for K-12th grade, certain apprenticeship costs, and student loan repayments. Choose either an Age-Based Strategy or a Custom Strategy based on your specific investment goals. 18 0 obj As long as you take the money out to pay for qualified education expenses, you can do so tax-free. The latest articles and tips to help parents stay on track with saving and paying for college, delivered to your inbox every week. 586.250000 0] Withdrawals are tax-free when used to pay for qualified higher education expenses. A handful of state plans were standouts, grabbing a massive share of assets. UNIQUE College Investing Plan (529 Plan) Account Application p. 1 of 6 1 ACCOUNT SETUP SELECT THE TYPE OF ACCOUNT YOU WOULD LIKE TO OPEN (REQUIRED) All … By using this service, you agree to input your real email address and only send it to people you know. Copyright © 2020 Saving for College, LLC. 5 0 obj Fund your accountLog In Required. 0.50%–0.99% (Fidelity Funds) [0 /XYZ 355.500000

Friends and family can send gifts directly to your 529 with our free, online college gifting service. Read more, Important legal information about the email you will be sending. /Type /Annot 2. Withdrawals – Qualified withdrawals for education expenses are federal income tax free and exempt from New Hampshire interest and dividends tax. << Age-Based Portfolios (Fidelity Funds) are designed to generate returns that attempt to beat a major market index over the long term. Enter your email address to begin the reset password process. /A << New Hampshire's UNIQUE College Investing Plan is Fidelity-managed 529 plan follows the same approach as other Fidelity plans in Arizona, Delaware and Massachusetts. An investment in this 529 money market investment option is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. [0 /XYZ 42.7500000

15 0 obj

See the, 529 Savings Calculator for Private K-12 Tuition, Revised Pay As You Earn Repayment Calculator, View a full list of this plan's investment options, Fidelity Investments introduces new investment choices, lowers fees for 529 College Savings Plans. endobj New Hampshire's UNIQUE College Investing Plan is Fidelity-managed 529 plan follows the same approach as other Fidelity plans in Arizona, Delaware and Massachusetts. Understand what it's like to have an account, from choosing a plan to withdrawing funds. Fidelity does not guarantee accuracy of results or suitability of information provided. 33 0 obj

467.750000 0] Please refer to the "Hypothetical $10,000 Investment Cost Chart" on page 37 of the fact kit to review the impacts of fees and expenses on a hypothetical $10,000 investment over 1-, 3-, 5-, and 10-year periods.
/SMask /None>> The UNIQUE College Investing Plan in New Hampshire: This direct-sold plan has $12.7 billion in assets under management. endobj The fee score is derived from the analysis of costs done as part of Savingforcollege.com's 5-Cap Rating. >> 9 0 obj /URI (https://www.savingforcollege.com/5_cap_ratings/) (603) 271-2621  |  fax: (603) 271-3922 44 0 obj The Portfolio Management Fee will be reduced annually for the Age-Based Fidelity Funds Portfolios based on each Portfolio's asset allocation among the applicable underlying mutual funds as of the first day of each calendar year and is reflected on the Portfolio Management Fee Rolldown Schedule below. endobj Upon approval, refer to your Program Rules for additional information. endobj The Vanguard 529 Plan in Nevada: This plan holds $17.9 billion in assets under management. endobj 0.05%–0.50% (Bank Deposit Portfolio), View information on the funds' short-term performance, or average annual total returns by month or by quarter. 37 0 obj 389 0] 789.500000 0]

Please carefully consider each Plan's investment objectives, risks, charges and expenses before investing. endobj 21 0 obj /URI (https://www.savingforcollege.com/all_rights/)

The 2% cash back rewards value applies only to points redeemed for a deposit into an eligible Fidelity account. [0 /XYZ 355.500000 endobj Families poured cash into the 529 college savings plans in the first half of 2018, according to recent data from the College Savings Plans Network. All Rights Reserved. [0 /XYZ 42.7500000 12 0 obj Data is a real-time snapshot *Data is delayed at least 15 minutes. /Subtype /Link Here's how you can, too. 326 0] The "Underlying Fund and Portfolio Management Fees" are based on a weighted average of the annual operating expenses before reductions of the underlying mutual funds in which the Portfolio expects to invest as of January 1, 2020 and the Portfolio Management Fees associated with the Portfolio as of January 1, 2020, which are paid to the Program Manager. endobj In October 2019, Morningstar assigned analyst ratings to 62 plans, which represent more than 97% of assets invested in 529 plans. In Savingforcollege.com's latest quarterly rankings, this plan ranked in the top 10 for 1-year, 3-year, 5-year and/or 10-year performance. [0 /XYZ 42.7500000

Your account cannot be established without you making a strategy choice. The UNIQUE College Investing Plan is a 529 plan sponsored by the state of New Hampshire and managed by Fidelity Investments.

/S /URI Among the features we look for are investment menus covering the full range of investor risk; the ability of the plan to hire and fire investment managers or replace their underlying mutual funds; creditor protection under the sponsoring state's laws; FDIC-insured options; purchase rewards programs; other participant perks; and minimum and maximum contribution restrictions. Portfolio 2018 (Fidelity Funds) assets were transferred to College Portfolio (Fidelity Funds) on December 6, 2019. /Type /Annot [0 /XYZ 355.500000 3.

1 0 obj << All such deposits held in the same ownership capacity at the depository bank are subject to aggregation and to the current FDIC insurance coverage limitation of $250,000. Mr. Mahoney noted that the LBA has signed an engagement with PwC to conduct the Plan audits through fiscal year 2015. The "Program Manager Fee" is the percentage of net assets paid to Fidelity by the Trust for performing services for the UNIQUE Plan. Empire State residents saving in the state's plan may be able to deduct up to $5,000 a year in contributions — $10,000 if married and filing jointly — when they file state income taxes. Retirees are going back to school. 353.750000 0] >> T����`�q�O� �� ��QJ��`p���{�A�^ �3N!���Q���K�D/�&& �aPUYYW[�~t���MӧN���ݯ�wCߌ��{� . /Width 172 Un folleto en español con informacion sobre productos y soluciones de ahorrar para el futuro de su hijo para la universidad. 653 0] endobj Click the blue Enroll Now button to the right, Complete the online application and make your first deposit.

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