Arizona offers direct and advisor sold 529 plans with state tax savings of $2,000 single / $4,000 joint beneficiary if assets are invested in any 529 plan, along with federal tax benefits. The plans offer a diverse mix of both static and dynamic investments.
AZ529, Arizona’s Education Savings Plan, Fidelity - Arizona is direct sold 529 plan with investments options from Fidelity. It is currently rated silver by Morningstar. Arizona offers state tax benefits for residents.
AZ529, Arizona's Education Savings Plan, Bank Plan - Arizona is direct sold 529 plan with investments options from Fidelity. It is currently rated bronze by Morningstar. Arizona offers state tax benefits for residents.
Arizona Goldman Sachs 529 Plan - Arizona is advisor sold 529 plan with investments options from Goldman Sachs & Schwab. It is currently not rated by Morningstar. Arizona offers state tax benefits for residents.