The Florida 529 Savings Plan offers 11 different investment options to help grow your college education savings: from aggressive to conservative, from age-based to customized, or any combination. It all depends on your comfort with risk, your level of investment expertise, your desired involvement and your established goals. Consulting a financial planner or tax advisor is always recommended before investing.
We offer three diversified, pre-designed portfolios with underlying investment allocations options. The Age Based/Years to Enrollment Portfolio adjusts the investment mix according to the student’s age and years to enrollment. The investment mix is more aggressive when the student is younger. As the anticipated college enrollment date gets closer, the investment mix becomes more conservative. The Blended Equity Portfolio and Balanced Portfolio both offer allocations that do not change, with different strategies to help you save based on your goals.
The Florida Prepaid College Board does not provide tax or investment advice regarding its Florida Prepaid College Plans or Florida 529 Savings Plan. Florida Prepaid College Plans are financially guaranteed by the State of Florida, Section 1009.98(7), Florida Statutes. Florida Prepaid College Plans may not cover certain fees imposed by state universities or colleges. Please read the Master Contract carefully. The Florida 529 Savings Plan is not guaranteed and is subject to market conditions. Carefully consider the investment objectives, risks, charges and expenses before investing in the Florida 529 Savings Plan. As with any investment, it is possible to lose money by investing in this plan. Please read the Program Description and Participation Agreement carefully.