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College Savings


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529 CollegeAmerica for businesses and employees

This is a client-/employer-facing single sheet that explains and illustrates the potential benefits of offering 529 college saving... Details

Updated: Jul 2023

(529-E Share)

This stand-alone statistical update lists returns and expense ratios for the funds eligible for Class 529-E shares. Details

Updated: Apr 2024

529 plan and SECURE 2.0 Act single sheet

A resource to guide advisors and clients around the basics of SECURE 2.0 Act and its 529-to-Roth rollover provision. Details

Updated: May 2023

CollegeAmerica at work

Designed for employees, this presentation explains the benefits and uses of a 529 savings plan as well as the different investment options available in a company’s CollegeAmerica employer-sponsored plan. Details

Updated: Aug 2023
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CollegeAmerica client conversation kit — employer sponsored plan application

Client kit with everything an employee needs to establish an employer-sponsored 529 CollegeAmerica savings account. For fund numbers, names, minimums and share class descriptions, download the Fund Information.

Fund Information... Details

Updated: May 2021

Max: 25

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CollegeAmerica client kit — with account application

General client kit with everything you need to offer and open a CollegeAmerica 529 savings plan account. For fund numbers, names, minimums and share class descriptions, download the Fund Information.

Fund Information... Details

Updated: May 2021

Max: 25

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CollegeAmerica client kit — without account application

For advisers whose accounts are held in-house and do not need a CollegeAmerica application, this general client kit has all of th... Details

Updated: Mar 2019

Max: 25

CollegeAmerica - Combining tax planning and 529 education savings plans

This client-facing single sheet explains and illustrates potential estate planning benefits of 529 college savings plans. Details

Updated: Feb 2024

CollegeAmerica Program Description

Description of the CollegeAmerica plan that outlines the plan in detail. Also includes contribution information for employer-sponsored CollegeAmerica plans. Details

Updated: Jul 2023

Max: 25

Fixed Income Focus May 2018 (“Why fixed income? 4 roles your bond portfolio should play”)

White paper reviewing why investment portfolios should rely on fixed income for diversification from... Details

Updated: May 2018

Not available to order

Information on American Funds Payroll Deduction Savings Programs

Contains information on how to establish a payroll deduction plan for a Traditional IRA, Roth IRA, Coverdell Education Savings Acc... Details

Updated: Mar 2021

Not available to order

In state or out of state? 529 college savings plan tax guide

This piece is designed to help all types of advisors, including RIAs, determine whether investing in an in-state 529 savings plan ... Details

Updated: Jul 2023

Unlock a world of possibilities

This brochure highlights the importance of saving for college and outlines American Funds' offerings. Details

Updated: May 2023

Unlock a world of possibilities - CollegeAmerica 529 savings plan

Shows how CollegeAmerica is a way to help families face one of the most expensive challenges they’ll ever have: putting a child th... Details

Updated: Jul 2023
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Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses, summary prospectuses, CollegeAmerica Program Description and ABLEAmerica Program Description which can be obtained from a financial professional and should be read carefully before investing. CollegeAmerica and ABLEAmerica are distributed by American Funds Distributors, Inc. and sold through unaffiliated intermediaries.

Depending on your state of residence, there may be an in-state plan that provides state tax and other state benefits not available through CollegeAmerica (such as financial aid, scholarship funds and protection from creditors) or ABLEAmerica.
Before investing in any state's 529 plan, investors should consult a tax advisor.

CollegeAmerica and ABLEAmerica are sponsored by Virginia529℠ .

All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.

Use of this website is intended for U.S. residents only. Use of this website and materials is also subject to approval by your home office.

American Funds Distributors, Inc., member FINRA.

This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.