INVESTMENT

Vanguard 529 – A master plan that determines speed


Proven brand partner

Fortunately, The Vanguard 529 plan was futuristic. We are committed to offering a premium savings plan that can help you give your children the education they deserve. And since we are backed by decades of Vanguard financial experience, you will benefit from the sustainability of a company that has become the largest manager of money in low cost, expert management, and 529 savings plans. *

New improvements

The investment options of the Vanguard 529 also stand as a strong point and our upcoming improvements will make them even better. We’ve recently moved from age-based investment options to a simpler, more versatile enrollment-year approach. With Target Enrollment Portfolio, you can find the ease and flexibility to invest in a portfolio that matches your child’s school enrollment date – whether it’s K-12, college or trade school, or beyond.

Like age-based options, enrollment portfolios are less maintenance-free because they automatically adjust the asset mix to make the enrollment date closer to being more conservative. However, in the target enrollment portfolio, adjustments occur more frequently and they occur more slowly, which reduces the likelihood of risk – especially in volatile markets as we have seen this year due to peace.

If you invest yourself and choose to create your own strategy by choosing from our many personal 529 portfolios, there is good news for you too: almost all of these portfolios have reduced their fees, which have already created -cost cost as low as 529 costs Go.

But what should I invest? Now?

Good question. And yes, you should. Our new target enrollment portfolios are designed to withstand the long-term Siso markets, so now might be a better time to get started বিশেষ especially if you want to spend extra like eating and entertaining. 529 plan instead.

Look ahead

So you have it – an overview of how saving on The Vanguard 529 plan can bring the future into a clearer focus and help your kids become confident in helping them get where they dream of going.

And maybe this pioneering thinking can help you be optimistic about getting back to the rush of real schools, where “the dog ate my homework” may once again qualify as a valid excuse.

* Vanguard has managed about 7 7.7 billion in 529 plan assets as of March 1, 2020.


Comments:

All investments are at risk, including the potential loss of money you invest.

For more information about The Vanguard 529 College Savings Plan, get the details of a program that includes investment objectives, risks, charges, expenses and other information; Read and consider carefully before investing. Vanguard Marketing Corporation, Distributor.

If you are not a Nevada taxpayer, consider before you invest that your or the nominee’s beneficiary state pays any state taxes or other benefits that are only available for investment in the state’s eligible education program. Other state benefits may include financial assistance, scholarship funds and protection from creditors.

Vanguard 529 College Savings Plan is a Nevada trust run by the Nevada State Treasurer’s Office.

Vanguard Group, Inc. acts as investment manager for The Vanguard 529 College Savings Plan and its affiliates, through Vanguard Marketing Corporation, market and distribute the plan. Ascension Broker Dealer Services, LLC, works as a program manager and has overall responsibility for day-to-day operations. The portfolio of the plan, although they invest in Vanguard Mutual Fund, is not a mutual fund. There is no guarantee of return on investment, and you can lose money by investing in a plan.

K – 12 State tax treatment of withdrawals is determined by the state (s) where the taxpayer files the state income tax. Please consult a tax advisor for further guidance.

© 2020 The Vanguard Group, Inc. All rights reserved.





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