Sentences with phrase «beneficiary nears college»
Our Age - Based Strategy includes portfolios that are managed according to the beneficiary's birth year with the asset allocation automatically becoming more conservative as the beneficiary nears college age.
https://www.fidelity.com/
As a Beneficiary nears college age, the age bands invest less in mutual funds that invest in equity and real estate securities and more in mutual funds that invest in debt securities and in other investments that seek to preserve principal.
Age - Based Strategy, which automatically becomes more conservative as your beneficiary nears college age
Not exact matches
The first beneficiaries of Gov. Andrew M. Cuomo's tax - free zones for businesses that locate near colleges will be upstate and in Brooklyn, the governor announced Wednesday.
Gov. Andrew M. Cuomo, shown speaking about START - UP NY in October 2013, announced on June 4, 2014, the first beneficiaries locating near colleges.