Your 529 College Plan Experts

Fidelity Capital Management can help you invest in a 529 college plan and provide education savings and security for members of your family.

A 529 College Savings Plan is an education savings plan operated by a state or educational institution that can help you set aside funds for future college costs. Many states offer a 529 plan that can be used to meet the cost of qualified colleges both in-state and out-of-state.

The 529 plan is a great way for parents or grandparents to shelter inheritance money from estate taxes and contribute substantial amounts to a student's college fund.

A 529 Plan provides special tax benefits including both federal and state benefits, simplified tax reporting and flexibility. You can maintain control over your own funds and the amount you can put into a 529 plan is substantial. In addition, there are no income limitations or age restrictions.

Fidelity Capital Management can help you set up college 529 plans for your children. please call us today at: 941-706-5564


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