Alaska 529 plan - map of the united states - map of the united states

Alaska 529 Plan | Education Savings Account

Ray Fisher
Ray Fisher

Credentials
Licenses - Series 7, 66, 6, 24, 4
Firms- E*Trade, JP Morgan, Merrill Lynch, Scottrade

Table of Contents | Pro Stock Options



Alaska 529 Plan - University of Alaska Prepaid Portfolio - plan type 1

  •  Allows investors to lock in todays prices for future college enrollment at the University of Alaska 
  • Funds can be used at most colleges within the United States plus some qualified colleges around the world
  • Funds are invested in mutual funds and are subject to market fluctuation
  • Investors can have a combination of all 3 plan types
  • The Alaska 529 plan is called Alaska529

Alaska 529 Plan - Enrollment Portfolios - plan type 2

  • Great for investors not interested in managing their own portfolios
  • Professional money management
  • Automatic rebalancing – as the beneficiary ages the portfolio becomes more conservative
  • Funds can be used at most colleges within the U.S. and some colleges around the world
  • Investors can have a combination of all 3 plan types

Alaska 529 plan - Static Portfolios - plan type 3

  • Investor can choose between 5 predetermined static portfolios
  • Asset allocation percentages remains relatively the same 
  • There is no drastic rebalancing like the enrollment portfolios
  • Investors can have a combination of all 3 plan types

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