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ICI Viewpoints

Investing Basics: 529 Savings Plans

One thing you can expect when you’re expecting a baby is to pay a lot for diapers—you might pay about $600 by your child’s first birthday. But the cost of diapers is child’s play compared to the costs that could come later when paying for college. To encourage people to save for these...
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Video

When Will My 401(k) Balance Get Back on Track Again?

ICI Explains When Will My 401(k) Balance Get Back on Track Again? As the COVID-19 pandemic hit financial markets in the first quarter of 2020, many of America’s 401(k) savers are asking: when will my balance get back on track again? To answer this question, the following video...
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FAQ

529 Plans: FAQs

What are 529 plans? Section 529 plans, named for the section of the tax code that provides for their favorable tax treatment, are formally called “qualified tuition programs.” These investment programs are designed to help pay for future qualified education expenses.

2024 Investment Company Fact Book

Explore the comprehensive guide to trends, data, and insights in in the investment company industry. This edition marks the 100th anniversary of the mutual fund, offering an in-depth look at the role of investment companies in today’s economy and their impact on millions of investors.

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Glossary of Investing terms
You can find more information about many of these entries in the chapters and appendix of the Investment Company Fact Book

Factbook

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