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U.Fund College Investing Plan Massachusetts | 529 Savings

U.Fund, the Massachusetts 529 college investing plan, is a tax-advantaged college savings plan professionally managed by Fidelity. Learn more here.

OR MFS 529 Savings Plan Enrollment Year 2040 A (ORANX) Stock Price, Quote, News & Analysis

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What is a 529 Plan?

A 529 plan is a college savings plan sponsored by a state or state agency. Savings can be used for tuition, books, and other qualified expenses at most accredited colleges and universities.

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OR MFS 529 Savings Plan Enrollment Year 2039 I (ORCGX) Stock Price, Quote, News & Analysis

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What Can a 529 Plan Be Used For?

Expense, When Can I Use a 529 to Pay for This? ; Tuition and fees, This expense must be required for enrollment or attendance. ; Books, supplies, and other school-related equipment, This expense must be required for enrollment or attendance. ; Special services for students with special needs, The services must be provided by the school. ; Room and board, The student must be enrolled at least half-time. ; Computer, software, internet, and other computer-related expenses, This expense must be used primarily for education. (529 assets can’t be used to cover recreational activities, such as computer games that aren’t educational.) ; Books, fees, and equipment for an apprenticeship program, The program must be registered and certified with the Secretary of Labor. ; Student loans, This amount is limited to $10,000 for principal or interest payments on qualified student loans.

A Comprehensive Guide to 529 College Savings Plans

Learn how a 529 plan can help pay for educational expenses.

529 Plan FAQ - About 529 Plan Accounts

Find answers to your frequently asked questions about 529 savings plans and accounts at Fidelity.com.

OR MFS 529 Savings Plan Enrollment Year 2028 A (ORBDX) Stock Price, Quote, News & Analysis

A high-level overview of OR MFS 529 Savings Plan Enrollment Year 2028 A (ORBDX) stock. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools.

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