Flexibility
- No account minimum to get started
- No income limit to participate
- Funds can be used for many educational expenses and institutions starting at K-12
Give families peace of mind with a CollegeBound 529 plan
A 529 college fund from Invesco can help your clients plan today for their children's future dreams.
Tax advantages
- 529 earnings are tax-free
- 529 distributions for qualified expenses are free from federal taxes and some state taxes
- Some states allow income tax credits or deductions on 529 contributions
Control
- Account owner controls all aspects of withdrawals
- Beneficiaries can easily be changed to other members of the same family
- Easy withdrawal options ensure payments are made on time
CollegeBound 529 program features
Investors enjoy competitive fees through the inclusion of active and passive investment portfolios.
Blended investment options and strategies are designed to help maximize client returns.
The program is designed to accommodate every budget with a $0 minimum investment and a generous $520,000 per beneficiary limit.
Account owners can choose from a variety of portfolios designed around specific savings goals.
Age-Based Portfolios
Uniquely structured investment options are designed to align with a child's expected year of college enrollment. Learn more
Target Risk Portfolios
Portfolios feature active and passive investment options aligned to investors' savings timeframe and desired level of risk: conservative, moderate, growth and aggressive. Learn more
Individual Portfolios
Single-strategy investment options allow the account owner and beneficiary to customize their education savings strategy. Learn more
Help your clients make the smart savings choice
Show your clients how opening a CollegeBound 529 plan can turn their education dreams into a reality.
View 529 resources
