Ivy Funds - Education Funding

Education Funding

College Costs
College costs are rising steadily, making education funding a major expense for most families.

529 Plans
A 529 plan is a tax-advantaged plan administered by a state that is designed to help people save for the expenses of a college education.

Coverdell Education Savings Accounts
Coverdell ESAs help build your education fund with contributions up to $2,000 annually, with potentially tax-free earnings and distributions.

Gifting To Minors (UGMA/UTMA) Accounts
UGMA/UTMA accounts allow you to “gift” funds to a minor for college or other uses, with potential tax savings.

Investments in the parent’s name
Learn more about investments held in the parent’s name that may be accessed for education funding.

Comparing college savings options
Compare some of the most common education funding options today.

Past performance is no guarantee of future results. The Ivy Funds are managed by Ivy Investment Management Company and distributed by its subsidiary, Ivy Funds Distributor, Inc. Waddell & Reed Financial, Inc., the ultimate parent company of Ivy Funds Distributor, Inc., acquired the investment advisor to the Ivy Funds in December 2002.

The products and services described in this website are offered only in the United States, Puerto Rico and the U.S. Virgin Islands. Nothing in this website should be considered a solicitation to buy or an offer to sell such products and services in any jurisdiction where the offer or solicitation would be unlawful under the laws of such jurisdiction. Ivy Funds distributed by Ivy Funds Distributor, Inc. and Waddell & Reed InvestEd Portfolios distributed by Waddell & Reed, Inc. are offered by prospectus only.

Investors should consider the investment objectives, risks, charges and expenses of a fund carefully before investing. For a prospectus containing this and other information for the Ivy Funds, call your financial advisor or click here. Please read the prospectus carefully before investing.