United States
Education Savings
Tax benefits are conditioned on meeting certain requirements. Federal income tax, a 10% federal tax penalty and state income tax and penalties apply to non-qualified withdrawals of earnings. Generation-skipping tax may apply to substantial transfers to a beneficiary at least two generations below the contributor. See the Investor Handbook for more complete information.
529 College Savings Plans
Explore 529 resources and reasons why investors, like you, use Franklin Templeton 529 College Savings Plan.
Spryng by Franklin Templeton
The fun and interactive way friends and family can make contributions toward a 529 college savings plan.
529 Prices and Performance
Get the latest pricing and performance on all the 529 portfolio options
529 Portfolio Options
Explore age-based risk tracks, objective-based and individual portfolio options available in plan.
Important Legal Information
Investors should carefully consider 529 plan investment goals, risks, charges and expenses before investing. To obtain the Investor Handbook, which contains this and other information, talk to your financial advisor or call Franklin Templeton Distributors, Inc., the manager and underwriter for the 529 plan at (800) DIAL BEN / (800) 342-5236 or visit franklintempleton.com. You should read the Investor Handbook carefully before investing and consider whether your, or the beneficiary’s, home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in its qualified tuition program.
Each plan account is subject to an annual program management fee of 0.25% of assets and underlying fund expenses, currently up to 0.97% of assets, which may vary, and sales charges, which vary by class of shares. See the Investor Handbook for more complete information.You need Adobe Acrobat Reader to view and print PDF documents. Download a free version from Adobe's website.
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