AZ529, Arizon's Education Savings Plan, Fidelity - Arizona
The AZ529 Arizona's Education Savings Plan offers unique features designed to assist families in saving for education expenses. Managed by Fidelity Investments, this plan provides a diverse range of investment options, including age-based portfolios and individual fund choices, allowing for customized investment strategies. A standout aspect of the plan is the Arizona state tax deduction on contributions, providing residents with potential tax benefits. Additionally, the AZ529 plan allows for high contribution limits, enabling families to save up to $529,000 per beneficiary.
EnrollState Tax Incentive
$2,000 single or head of household / $4,000 joint (any state plan) beneficiary
Program Manager
Fidelity Investments
Investment Manager(s)
Fidelity
Plan type
Direct
Investments
Guided Investments
age-based
ESG Investments
No
Avg. expense fee
0.155%
Fee Range
0.11%-0.95%
Ratings
Backer Rating
Our rating is based on fees and tax savings advantages.
68%
for AZ residents
68%
non-residents
Saving For College
Unbiased, independent resource for parents.
4.5
for AZ residents
4
non-residents
Morningstar Rating
Once a year, the financial services firm Morningstar releases its 529 ratings.
Other
Connect with Mint.com
Track your finances in one place.
No
Connect with Backer
Full end to end enrollment, gifting and plan management.
Gifting Only
Mobile app
Backer App covers this plan.
Yes
Plan in the news?
Check out latest news about this plan.
General Recommendation
This is a direct sold 529 plan, rated as bronze by Morningstar.
