Product Name: The UNIQUE College Investing - Fidelity Investments 2025

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by entering your personal information in the designated fields, including your name, address, and contact details. Ensure accuracy for seamless communication.
  3. Next, navigate to the investment options section. Here, you can select from various portfolios such as Age-Based or Static Portfolios. Review each option carefully to choose what aligns best with your financial goals.
  4. In the contribution section, specify your initial investment amount. Remember, you can start with as little as $50 or set up an automatic plan for just $15 a month.
  5. Finally, review all entered information for accuracy before submitting. Utilize our platform’s features to save your progress and return later if needed.

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Fidelity is best known for its mutual funds, including the Magellan Fund (FMAGX). Launched in 1963, the fund gained national attention when Peter Lynch became manager in 1977. At the time, it held about $18 million in assets. When Lynch stepped down in 1990, that figure had grown to roughly $14 billion.
Basically, the answer to the question posed in the title is simple: 97% of people are not wealthy enough. Also missing from the article was the mantra that a family should not contribute to a 529 plan unless they have made the maximum contributions to retirement plans first.
We provide financial planning, advice, and educational resources to help investorsincluding young and first-time investorsmake their goals a reality. Our straightforward pricing delivers valuewith no account fees, no minimums to open a retail brokerage account, commission-free trades and more.
Fidelity offers $0 trading commissions, a selection of more than 3,300 no-transaction-fee mutual funds, top-notch research tools and a mobile platform. Its zero-fee index funds and strong customer service reputation are just icing on the cake.
The UNIQUE 529 plan offers federal tax benefits as you save for a childs education. Use the funds for a wide range of college expenses at accredited schools nationwideplus tuition expenses for K-12th grade, certain apprenticeship costs, and student loan repayments.

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Fidelity has been in business for over 75 years and has overseen our Individual Account Plan since it was created 42 years ago, in 1982. (Thats a lot of candles on the birthday cake!) Fidelity has over 10,000 Local 26 Individual Account Plan participants under its care (Whoa, thats a lot of friends!)
Fidelitys 529 plans offer a robust combination of tax advantages, diverse investment options, and low fees, making them a compelling choice for education savings. Whether you are a current Fidelity customer or are new to their services, the benefits of these plans make them worth considering.

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