Year of Enrollment Portfolios automatically adjust as beneficiary ages.
Annually, this option automatically rebalances your client portfolio to become increasingly conservative as college enrollment approaches.
Below is a sampling of asset allocations at various stages of a client’s college saving horizon:
529 QuickView®
Manage client transactions and uncover new opportunities, all in one place.
College Financing Planner
How much is enough? This calculator helps clients set college savings goals.