Mfs 529 savings plan

Knowing this helps us better customize your experience and offer better recommendations. Once entered, we will send a reset link to the email address you specified.

State Treasurer Tobias Read wants it to be as easy as possible for Oregonians to save for job training and higher education—no matter how they do it. No matter which option that people choose, their savings are professionally managed in a suite of industry-leading mutual funds and insured options. Highlights include:. This new glide path adjusts investment risk based on projected enrollment year, or the date when money will be needed for educational expenses. Simplified fees.

Mfs 529 savings plan

Knowing this helps us better customize your experience and offer better recommendations. Once entered, we will send a reset link to the email address you specified. If you use a mail filtering tool make sure you allow email from support savingforcollege. Enter your e-mail address and password to login. For security, we track login attempts. Don't have an account? Sign Up. Once entered, we will send a key to the e-mail address you specified. Oregon's MFS Savings Plan, an advisor-sold savings program features year of enrollment and risk-based portfolio options utilizing MFS mutual funds. To find a financial advisor in your area, use the Directory of Financial Professionals. Click on a portfolio name for more information.

For a prospectus or summary prospectus containing this and other information, as well as a Participant Agreement and Disclosure Statement including an Expense Overview, contact your investment professional or mfs 529 savings plan online at mfs. I'm ready to open a plan.

The investment's focus gradually shifts from investing in MFS funds seeking asset growth to capital preservation, automatically adjusting as the beneficiary moves closer to college age. These portfolios are invested in a diversified mix of MFS funds and are rebalanced periodically to maintain their objective and risk profile. Also, all investments, including mutual funds, carry a certain amount of risk, including the possible loss of the principal amount invested. Class I Units are available without a sales charge to eligible investors. Please see the Participation Agreement and Disclosure Statement for an explanation. This feature makes it an attractive estate planning tool for many.

Knowing this helps us better customize your experience and offer better recommendations. Once entered, we will send a reset link to the email address you specified. If you use a mail filtering tool make sure you allow email from support savingforcollege. Enter your e-mail address and password to login. For security, we track login attempts. Don't have an account? Sign Up. Once entered, we will send a key to the e-mail address you specified. Oregon's MFS Savings Plan, an advisor-sold savings program features year of enrollment and risk-based portfolio options utilizing MFS mutual funds.

Mfs 529 savings plan

This page is geared more specifically at college planning. Offers an overview of college planning strategies. This also provides a listing of additional independent college resources covering costs, financial aid, scholarships, loans, grants, and more.

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For a prospectus or summary prospectus containing this and other information, as well as a Participant Agreement and Disclosure Statement including an Expense Overview, contact your investment professional or view online at mfs. Others utilize lifecycle funds or employ lifecycle-type tactics within the portfolio containing your investment so that it is not necessary to transfer your investment between portfolios. For security, we track login attempts. State benefits may include financial aid, scholarship funds and protection from creditors. Knowing this helps us better customize your experience and offer better recommendations. Enrollment Year Investment returns are not guaranteed. Fee Score The fee score is derived from the analysis of costs done as part of Savingforcollege. We compare the total average asset-based expense ratio of the plan to other savings plans. Does participation in the program provide beneficiaries with any advantages in qualifying for resident tuition status at state institutions? Knowing this helps us better customize your experience. Get Started. Forgot your password?

The investment's focus gradually shifts from investing in MFS funds seeking asset growth to capital preservation, automatically adjusting as the beneficiary moves closer to college age. These portfolios are invested in a diversified mix of MFS funds and are rebalanced periodically to maintain their objective and risk profile.

Reliability 4. Oregon's MFS Savings Plan, an advisor-sold savings program features year of enrollment and risk-based portfolio options utilizing MFS mutual funds. I haven't started saving at all. I'm ready to open a plan. Each portfolio invests in MFS mutual fund s. Sorry, child information is required. Features 4. State Treasurer Tobias Read wants it to be as easy as possible for Oregonians to save for job training and higher education—no matter how they do it. Recent plan overhaul makes it cheaper and easier to save for education in Oregon Site Navigation. Only share sensitive information on official, secure websites. Static investment options: View more static investment options. Don't have an account? State taxes may also apply. Knowing this helps us better customize your experience and offer better recommendations. Learn how.