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    1. Education Plans

      Coverdell Education Savings Account

      To open a Coverdell ESA account, please download and review the Coverdell Education Savings Information Booklet. Please note that this booklet contains a Transfer of Assets form, Custodial and Adoption Agreements, which need to be completed as necessary.

      529 Plans

      Some of our funds are featured in 529 Plans.

      Pennsylvania Mutual Fund (PENNX) is part of the Scholars Choice® 529 College Savings Program. Learn about Scholars Choice »

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