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Smart Savers Blog

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.

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.