CollegeSure Investor Newsletter
Summer 2006

529 Account Balance Limits Increase

Effective August 1, 2006, account balance limits to the MFESP have been increased to a maximum of $304,000 per beneficiary, up from $289,000 in 2005. The AFCSP limit will likely be increased to $304,000 effective October 1, 2006.

Remember, however, no contribution may be made to an account if it would cause the sum of all Section 529 accounts for the same designated beneficiary to exceed the lesser of the balance limit, $304,000, or the cost in current dollars of the qualified higher education expenses that the account owner reasonably anticipates the designated beneficiary will incur.

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