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Ascensus, LLC. Ascensus, LLC. is an American financial services company that provides financial recordkeeping, tax-advantaged savings and retirement plan services. As of 2024, the company reports that it manages more than 14 million accounts and oversees more than $808 billion in assets under administration.
Here are five of the top 529 plans: Ohio’s 529 plan, CollegeAdvantage. New York’s 529 plan, Direct Plan. Wisconsin’s 529 plan, Edvest. West Virginia’s plan, Smart 529 WV Direct College ...
A 529 plan, also called a Qualified Tuition Program, [ 1] is a tax-advantaged investment vehicle in the United States designed to encourage saving for the future higher education expenses of a designated beneficiary. In 2017, K–12 public, private, and religious school tuition were included as qualified expenses for 529 plans along with post ...
Offers a wide range of accounts as well, including 401(k)s, 529 plans, custodial accounts, a variety of individual retirement accounts (IRAs), joint accounts and more
Website. investor .vanguard .com. The Vanguard Group, Inc. (commonly known as simply Vanguard) is an American registered investment advisor founded on May 1, 1975 and based in Malvern, Pennsylvania, with about $9.3 trillion in global assets under management as of May 2024. [ 3] It is the largest provider of mutual funds and the second-largest ...
The information you will need to open a 529 account may vary by plan. In general, though, expect to be asked for details such as Social Security number (or tax ID), date of birth, and address. You ...
Zone 1 uses an integrated numbering plan; four digits (1xxx) determine the area served in Canada, the United States and its territories, and much of the Caribbean. Zone 2 uses two 2-digit codes (20, 27) and eight sets of 3-digit codes (21x–26x, 28x, 29x), mostly to serve Africa , but also Aruba , Faroe Islands , Greenland and British Indian ...
While the maximum contribution in each state’s plan may differ, any contributions over the maximum gift tax exclusion – $18,000 for 2024 – could make you liable for gift taxes. In contrast ...