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Smart Savers Blog

Invest529 target enrollment portfolios evolve for 2021


Invest529’s target enrollment portfolios automatically become more capital preservation-oriented over time. This shift occurs annually, with the most recent evolution effective as of January 1, 2021.

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Resources to help you learn

Frequently Asked Questions

Find answers to the most common questions about 529 plans.

Smart Savers Academy

Tune in to a live episode and ask questions of the presenter, or watch a previously recorded webinar below.

Invest529 Portfolio Performance

Review and compare historical returns of Invest529 portfolios.