There are no changes to existing Prepaid 529 contracts. It allowed Virginia residents to pay ahead of time, per semester, for in-state tuition and mandatory fees at two- and four-year Virginia public colleges or universities.
Prepaid529: Permanently closed for new enrollment in May 2019, Virginia offered a pre-paid 529 tuition program.Invest529 is consistently ranked among the top 529 plans by independent sources due to its low fees, tax advantages, and diverse investment options. Virginia's Invest529 state-administered 529 savings program features a mix of different mutual funds and separately managed accounts in its age-based, static, and FDIC-insured portfolio options. Summary of Processing: Requesting Payment Distributions: Virginia529 inVEST529 and CollegeWealth Account Owners must contact Virginia529 College Savings Plan (. Invest529: This plan is offered directly from the state.© Copyright 2022 Hartford Funds Management Group, Inc. The funds and other products referred to on this Site may be offered and sold only to persons in the United States and its territories. Hartford Funds refers to HFD, Lattice, and HFMC, which are not affiliated with any sub-adviser or ALPS. are all SEC registered investment advisers. Follow us for financial tips, college savings information and special offers. HFMC, Lattice, Wellington Management, SIMNA, and SIMNA Ltd. The official college savings plan of VA and the largest 529 plan in the U.S. (SIMNA Ltd) serves as a secondary sub-adviser to certain funds. Schroder Investment Management North America Ltd. Certain funds are sub-advised by Wellington Management Company LLP and/or Schroder Investment Management North America Inc (SIMNA). Why use the Virginia529 College Planning Center Project Your Future College Savings. Advisory services may be provided by Hartford Funds Management Company, LLC (HFMC) or its wholly owned subsidiary, Lattice Strategies LLC (Lattice). Plan, Save and Succeed with the Virginia529 College Planning Center Get Started. ETFs are distributed by ALPS Distributors, Inc. Mutual funds are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA| SIPC. Virginia529 (VA 529) or Virginia529 College Savings Plan is the independent state agency responsible for Section 529 qualified tuition programs offered by. "The Hartford" is The Hartford Financial Services Group, Inc. "SMART529" is a registered trademark of the Board of Trustees of the West Virginia College and Jumpstart Savings Programs. "The Hartford" is a registered trademark of Hartford Fire Insurance Company. For a copy of the Board of Trustees of the West Virginia College and Jumpstart Savings Programs privacy policy, please click here.” SMART529 college savings plans are distributed by Hartford Funds Distributors, LLC. Please read them carefully before investing or sending money. This and other information can be found in the Offering Statement for SMART529 and the prospectuses or other disclosure documents for the Underlying Funds. Investors should carefully consider the investment objectives, risks and charges and expenses of SMART529 and its Underlying Funds before investing. As with all matters of a tax or legal nature, your clients should consult their own tax or legal counsel for advice. These materials are not intended to provide tax, accounting or legal advice. The information cannot be used or relied upon for the purpose of avoiding IRS penalties. This information is written in connection with the promotion or marketing of the matter(s) addressed in this material. Before investing, an investor should consider whether the investor’s or designated beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state’s 529 plan. West Virginia (WV) provides certain tax advantages to WV taxpayers that invest in The Hartford SMART529. The Hartford SMART529 is available to all investors. Investments in SMART529 are not guaranteed or insured by the State of West Virginia, the Board of Trustees of the West Virginia College and Jumpstart Savings Programs, the West Virginia State Treasurer's Office, HFMC, The Hartford Financial Services Group, Inc., the investment sub-advisors for the Underlying Funds or any depository institution and are subject to investment risks, including the loss of the principal amount invested, and may not be appropriate for all investors.
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