American funds 529 share classes
What are the benefits of investing in a 529?
529 plans offer several benefits, including: Federal tax breaks. You won't pay taxes on 529 plan earnings, provided you use the money for qualified higher education expenses, vocational school, K-12 tuition or apprenticeship fees or expenses. ... State tax breaks. ... Age-based options. ... No Income-based restrictions. ... Prepaid tuition. ... Flexibility of use. ... A range of choices. ... The ability to change investments. ...
What expenses can be paid from a 529 plan?
A 529 plan only covers expenses that are related to post-secondary education (see below for using a 529 plan for elementary education). However, there are rules. Most qualified expenses cannot exceed the cost estimates made by the school that the 529 beneficiary will be attending.
What is the best 529 plan?
The best 529 plans: How to maximize saving for college my529 (Utah) Bright Start College Savings Program (Illinois) CollegeAdvantage (Ohio) Michigan Education Savings Program ScholarShare 529 (California)
What does the 529 plan pay for?
What is a '529 Plan'. A 529 plan provides tax advantages when saving and paying for higher education. There are two major types, prepaid tuition plans and savings plans. Prepaid tuition plans allow the plan holder to pay for the beneficiary's tuition and fees at designated institutions in advance.
[PDF File]Capital World Growth and Income Fund®
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Share classes A and 529-A B and 529-B C and 529-C 529-E F-1, F-2 and 529-F-1 All R share classes . Maximum sales charge (load) imposed on purchases (as a percentage of offering price) 5.75% none none none none none Maximum deferred sales charge (load) (as a percentage of the amount redeemed) 1.00. 1. 5.00% 1.00% none none none
[PDF File]Maximizing Your Investment
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A summary of purchase minimums, Class A share breakpoints and how to reduce the initial sales charge on Class A and 529-A share purchases. Reducing Sales Charges There are a number of ways you can reduce the initial sales charge on Class A and 529-A share purchases.* At the time the investment is made, American Funds must be
[PDF File]American Funds College Target Date Series
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American Funds College Target Date Series / Prospectus 2 Example This example is intended to help you compare the cost of investing in the fund with the cost of investing in other mutual funds. The example assumes that you invest $10,000 in the fund for the time periods indicated and then redeem all of your shares at the end of those
[PDF File]American Funds Developing World Growth and …
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American Funds Developing World Growth and Income Fund / Summary prospectus 2 Annual fund operating expenses (expenses that you pay each year as a percentage of the value of your investment) Share classes A B C F-1 F-2 529-A 529-B 529-C Management fees 0.85% 0.85% 0.85% 0.85% 0.85% 0.85% 0.85% 0.85% Distribution and/or
[PDF File]American Funds 529 College Savings Account
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Note: Investments in Class A, C, F, 529-A, 529-C and 529-F shares apply toward the completion of a Class 529-A share SOI; purchases in the American Funds Money Market Fund do not apply toward a Class A share SOI or Rights of Accumulation. 7. Decline telephone and website exchange and/or redemption privileges (optional)
[PDF File]American Funds The Investment Fund of America
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Mar 01, 2011 · 529-A 660 819 991 1,478 529-B 670 907 1,065 1,653 529-C 269 504 860 1,857 529-E 119 348 594 1,293 529-F-1 68 190 322 698 For the share classes listed below, you would pay the following if you did not redeem your shares: Share classes 1 year 3 years 5 years 10 years B $140 $437 $755 $1,447 C 146 452 782 1,713
[PDF File]American Mutual Fund®
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Share class: A and 529-A C and 529-C 529-E T and 529-T All F and 529-F share classes All R share classes Maximum sales charge (load) imposed on purchases (as a percentage of offering price) 5.75% none none 2.50% none none Maximum deferred sales charge (load) (as a percentage of the amount redeemed) 1.001 1.00% none none none none
[PDF File]American Balanced Fund®
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Share class: A and 529-A C and 529-C 529-E T and 529-T All F and 529-F share classes All R share classes Maximum sales charge (load) imposed on purchases (as a percentage of offering price) 5.75% none none 2.50% none none Maximum deferred sales charge (load) (as a percentage of the amount redeemed) 1.001 1.00% none none none none
[DOC File]The meeting was called to order at
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Delaware College Investment Plan. Delaware Higher Education Commission Conference Room. Board of Trustees Meeting. May 10, 2011. Trustees Attending: Others Present:
[DOC File]Social Problems Perspectives, Disaster Research and
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People will not agree on how much should be spent in reconstruction, how it should be spent, or how the funds should be raised.’ Richard C. Fuller and Richard R. Myers, ‘Some Aspects of a Theory of Social Problems,’ American …
[DOC File]COM/LYN/abw
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PUC, 22 C. 3d 529, 538 (1978).We cannot precisely address the responsibility of various customers for costs associated with energy supply because we do not have sufficiently accurate information …
[DOC File]Use of Education Data at the Local Level--From ...
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The primary data set for this report consists of responses of a sample of 529 districts to a survey administered between October 2007 and February 2008. The sampling plan for the district survey was …
[DOCX File]I.Executive Summary
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Oct 25, 2011 · Consistent with the California LCFS, the National LCFS Study envisions a policy would respond to specific, documented market failures and barriers that, taken together, are expected to limit …
[DOCX File]Summary .gov
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We share the concerns of TURN and CFC. Not only is this GRC proceeding following upon the significant historical increases in SCE’s revenue requirements demonstrated by TURN, in this GRC after an …
[DOCX File]college and career awareness activities for elementary and ...
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ACT’s Center for Equity in Learning and the American College Application Campaign (ACAC) are committed to increasing college access and career readiness through the dissemination of ideas, …
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