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Account Updates

Invest529 age-based portfolios evolving January 1

Graph with coins in background

Invest529’s age-based portfolios help you manage your higher education investment by automatically becoming more capital preservation-oriented over time. This process occurs annually, with the next evolution on January 1, 2018.

If you are saving in an age-based portfolio, you do not need to take any action for the evolution, but will notice differences online or on your statements after January 1, 2018. This is not considered an investment change and therefore is not subject to the twice-yearly IRS limit.

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Resources to help you learn

Virginia529 offers free, in-person information sessions at locations across Virginia. These hour-long sessions highlight the program’s three plans, explain the benefits to account owners and give you the chance to get your questions answered. If you don’t live near one of our in-person sessions, Virginia529 offers online webinars where you can learn more from the comfort of your own home.