529 Account Guide (Dante' Drummer 09-10)

Member Name: Dante' Drummer

Service Site: Pentecostal Tabernacle

Site Location: Cambridge, MA

Project Description:

In this PowerPoint presentation, Dante' Drummer explains the basic steps for opening Fidelity Investments' 529 accounts for students in preparation for paying college tuition.  529 plans are tax-advantaged savings plans designed to encourage saving for future college costs and are sponsored by states, state agencies, or educational institutions.  This presentation introduces readers to Fidelity's 529 plan and its benefits.

Also attached is a 529 application to start an account at Fidelity.

Final Project Presentation.ppt548.5 KB
529 Account Application.pdf1.2 MB


Organization Affiliation: 
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