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Ascensus, LLC. is an American financial services company that provides financial recordkeeping, tax-advantaged savings and retirement plan services. As of 2024, the company reports that it manages more than 14 million accounts and oversees more than $808 billion in assets under administration.
The plan uses Vanguard funds, a leader in low-cost funds, and DFA funds. The plan is available for both in-state and out-of-state savers, and it offers up $4,000 in state tax deductions per ...
Fidelity and Vanguard are two popular online brokers. ... number of account types offered and great customer ... IRAs, small business (SEP IRA, solo 401(k), etc.), custodial, 529, managed portfolio.
529 plans are named after section 529 of the Internal Revenue Code—26 U.S.C. § 529.While most plans allow investors from out of state, there can be significant state tax advantages and other benefits, such as matching grant and scholarship opportunities, protection from creditors and exemption from state financial aid calculations for investors who invest in 529 plans in their state of ...
The Vanguard Group, Inc. is an American registered investment advisor founded on May 1, 1975, and based in Malvern, Pennsylvania, with about $10.4 trillion in global assets under management as of November 2024. [3]
Contact us; Contribute Help; Learn to edit; ... 529 plan Closed-end funds: AUM: US$672 billion (September 2024) Number of employees. 2,500 (2024) Parent:
In 2017, Vanguard's Board of Directors unanimously elected Buckley to succeed F. William McNabb III as Chief Executive Officer, effective January 2018. [1] In February 2024, it was announced that Buckley would step down as CEO by the end of 2024, ending a 33-year career at Vanguard. [11] He was succeeded by Salim Ramji in July 2024. [2]
A 529 plan comes in two major types: (1) a college savings plan, which allows you to invest money in potentially high-return assets such as stocks, and (2) a prepaid tuition plan, which allows you ...
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