A mericans have amassed $450 billion for educational expenses in 529 plans as of August 2024, according to the Education Data ...

Account minimum: $0 This Fidelity-managed, Massachusetts advisor-sold 529 plan offers an age-based, static portfolio and an interest-bearing account option of Fidelity mutual funds and index funds ...

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Among the ways to support family members and maximize tax efficiencies are 529 plans. Because of their many potential benefits, 529 plans can be helpful for families when it comes to estate planning.

Initially, Sonu Kalra, Fidelity Blue Chip Growth’s veteran portfolio manager, mentored him and briefly served as comanager here. This is Lin’s first assignment on a diversified strategy.

Commissions do not affect our editors' opinions or evaluations. Fidelity Investments offers a compact selection of about 65 exchange-traded funds (ETFs) in the U.S. Its line-up includes both ...

Women have roughly 30 percent less income in retirement than men, according to a 2020 study. Cheryl Waters, 74, was getting ...

Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world ...

Our research team assigns Bronze ratings to strategies they’re confident will outperform a relevant index, or most peers, over a market cycle on a risk-adjusted basis. At the core of manager ...