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How many times can you change investments in a 529 plan?

Yes, you can change the investment instructions on any new deposits made to the account at any time. But, per IRS rules, you can only change your current investments twice per calendar yearor if you change beneficiarieswithout incurring taxes.

What is the average rate of return for ScholarShare 529?

Historical performance CategoryPrincipal Plus Interest PortfolioBenchmark3 years1.54%1.78%5 years1.60%1.74%10 years1.40%1.12%Since inception1.42%0.95%2 more rows

Is ScholarShare 529 worth it?

This is a program that offers outstanding flexibility, attractive investments, and additional economic benefits (such as generous state tax incentives) that for some people, at least, will provide a substantial boost to their savings. There are few, if any, weaknesses noted in the program.

What is the average value of a 529 account?

In June 2022, the average 529 balance was $25,903. In June 2021, the average 529 balance was much higher at $30,287. The vast majority of 529 funds are in 529 college savings plans, not 529 prepaid tuition accounts.

What is the return rate for a 529 plan?

Refine Portfolio NamePortfolio #1 yrFA 529 Portfolio 2028 - Class I3388+4.33%FA 529 Portfolio 2031 - Class I3389+4.89%FA 529 Portfolio 2034 - Class I3394+5.99%FA 529 Portfolio 2037 - Class I3395+7.38%26 more rows

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