Account assets invested in an age-based investment option will be allocated initially to an age-based asset allocation portfolio which corresponds to the age of the account’s beneficiary. The allocation of each age-based asset allocation portfolio’s assets reflects the time horizon of the portfolio’s beneficiary population (based on the age and likely time until enrollment). Account assets in a portfolio are redeemed when the beneficiary attains an age greater than the age range that corresponds to such portfolio, and are reinvested in another portfolio that corresponds to the beneficiary’s age. The asset allocation strategy for this investment option becomes increasingly conservative with each successive age-based asset allocation portfolio.
Description
Now there's an even easier way to access and manage your account with The Education Plan: the Ready Save 529 mobile app.
Now there's an even easier way to access and manage your account with The Education Plan: the Ready Save 529 mobile app.
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