Able Act Attainable Savings Plan Investment Options
Able Act - Attainable Savings Plan Investment Options - Fidelity Please enter a valid email address Please enter a valid email address Important legal information about the email you will be sending. By using this service, you agree to input your real email address and only send it to people you know. It is a violation of law in some jurisdictions to falsely identify yourself in an email. All information you provide will be used by Fidelity solely for the purpose of sending the email on your behalf. The subject line of the email you send will be "Fidelity.com: " Your email has been sent.
Risk Portfolio Asset Allocation Stocks Bonds Short-term Lower 100% 20% 50% 30% 30% 50% 20% 40% 45% 15% 50% 40% 10 60% 35% 5 70% 25% 5 Higher 85% 15% source: Fidelity 2022
Units of the Portfolios are municipal fund securities and are subject to market fluctuation and volatility. You may have a gain or loss when you sell your Units.
Start saving now with the Attainable Savings Plan.
Get additional information for managing your Attainable account, including contributions, withdrawals, and more.
Save and invest for disability-related expenses and keep current benefits intact. The Attainable Savings Plan is offered by the Massachusetts Educational Financing Authority and managed by Fidelity Investments. Qualified ABLE programs offered by other states may provide their residents or taxpayers with state tax benefits that are not available through the Attainable Savings Plan. If you are not a resident of Massachusetts, you should consider whether your home state offers its residents or taxpayers state tax advantages or benefits for investing in its qualified ABLE program before making an investment in the Attainable Savings Plan. Units of the portfolios are municipal fund securities and are subject to market fluctuation and volatility. You may have a gain or loss when you sell your units. Please carefully consider the Attainable Savings Plan's investment objectives, risks, charges, and expenses before investing. For this and other information, contact Fidelity for a free Disclosure Document or view one online. Read it carefully before you invest or send money. 796796.4.0
Fidelity does not provide legal or tax advice, and the information provided is general in nature and should not be considered legal or tax advice. Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
796549.1.0
Mutual Funds and Mutual Fund Investing - Fidelity Investments
Clicking a link will open a new window.A wide variety of Attainable investments
Help your money work harder with a range of portfolios to choose from.Questions
Find the right balance
Some people prefer to use their Attainable Savings Plan account as an investment vehicle. Others use it to manage their monthly and day-to-day living expenses. As you get ready to open your Attainable account, decide which investment strategy will work best for you.Different levels of risk
Attainable portfolios offer varying degrees of risk. Choose the level you're comfortable with, from conservative to aggressive growth. If you need your funds quickly or want to help minimize risk, you may want to consider ABLE portfolios with a lower degree of equity exposure. If you are investing for a longer time and are comfortable with higher risk but the potential for greater returns, consider portfolios with a higher degree of equity exposure.Multiple options
There's a strategy for every investor. Choose to invest in a single portfolio or multiple portfolios to gain exposure to different investment strategies.Asset allocation for Attainable portfolios
Attainable portfolios that are more conservative (and tend to have lower risk) are at the top of the chart, and more aggressive portfolios that have greater risk but the potential for higher returns are toward the bottom of the chart.Risk Portfolio Asset Allocation Stocks Bonds Short-term Lower 100% 20% 50% 30% 30% 50% 20% 40% 45% 15% 50% 40% 10 60% 35% 5 70% 25% 5 Higher 85% 15% source: Fidelity 2022
Units of the Portfolios are municipal fund securities and are subject to market fluctuation and volatility. You may have a gain or loss when you sell your Units.
Portfolio fee details
No annual account maintenance fee. Investment portfolio fees Investment fees vary based on your investment portfolio. Fees range from 0.29% of assets to 0.88% of assets.Learn more about Attainable accounts
Start saving now with the Attainable Savings Plan.
Get additional information for managing your Attainable account, including contributions, withdrawals, and more.
Save and invest for disability-related expenses and keep current benefits intact. The Attainable Savings Plan is offered by the Massachusetts Educational Financing Authority and managed by Fidelity Investments. Qualified ABLE programs offered by other states may provide their residents or taxpayers with state tax benefits that are not available through the Attainable Savings Plan. If you are not a resident of Massachusetts, you should consider whether your home state offers its residents or taxpayers state tax advantages or benefits for investing in its qualified ABLE program before making an investment in the Attainable Savings Plan. Units of the portfolios are municipal fund securities and are subject to market fluctuation and volatility. You may have a gain or loss when you sell your units. Please carefully consider the Attainable Savings Plan's investment objectives, risks, charges, and expenses before investing. For this and other information, contact Fidelity for a free Disclosure Document or view one online. Read it carefully before you invest or send money. 796796.4.0
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Attainable Plan Fee and Expense Structure as of 11/12/2021 Important Information Virtual Assistant is Fidelity’s automated natural language search engine to help you find information on the Fidelity.com site. As with any search engine, we ask that you not input personal or account information. Information that you input is not stored or reviewed for any purpose other than to provide search results. Responses provided by the virtual assistant are to help you navigate Fidelity.com and, as with any Internet search engine, you should review the results carefully. Fidelity does not guarantee accuracy of results or suitability of information provided. Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.Fidelity does not provide legal or tax advice, and the information provided is general in nature and should not be considered legal or tax advice. Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
796549.1.0