The Surprising Way to Use Your 529 Plan. The following paragraph replaces the second paragraph under the section entitled Investments on page 6 of the Program Description: After you select an Investment Option, you may choose (subject to eligibility) from among five classes of Units: Class A, Class C, Class I, Class RA and Class RZ. • See the CollegeBound 529 Program Description for more information. May 29 is National 529 Plan Day. Program Description Supplement March 27, 2020, Supplement to the July 11, 2019, Program Description Read this Supplement in conjunction with the July 11, 2019, my529 Program Description. Click "+" to expand the plan details, click "-" to shrink the plan details.
529 Savings Plan - Advisor-sold. For more information about CollegeBound 529, contact your financial advisor, call 877-615-4116, or download the Program Description, which includes investment objectives, risks, charges, expenses, and other important information; read and consider it carefully before investing. For more information about CollegeBound 529, contact your financial advisor, call 877-615-4116, or download the Program Description, which includes investment objectives, risks, charges, expenses, and other important information; read and consider it carefully before investing.
… CollegeBoundfund ® Program Description Program Manager: AllianceBernstein L.P. National Program Description. Plan Benefits: Tax Deductions - Tax Exemptions - Rewards Program. Invesco Distributors, Inc. is the distributor of CollegeBound 529. For more information about CollegeBound Saver, call 877-517-4829, or visit www.collegeboundsaver.com to obtain a Program Description, which includes investment objectives, risks, charges, expenses, and other important information; read and consider it carefully before investing.
Contact Information: www.collegebound529.com Ph 877-615-4116. 1 ES-RID-SUP-012020 SUPPLEMENT DATED JANUARY 2020 TO THE COLLEGEBOUND SAVER PROGRAM DESCRIPTION DATED JULY 8, 2016 This Supplement describes important changes. To learn more about 529 plans & how to open one today, visit our website! Change in Maximum Aggregate Account Balance This Supplement contains new information about: Please read all documents carefully and keep them for future use. However, in honor of the holiday, let’s take a look at what a 529 Plan is and why you need one.
Please file this Supplement to the CollegeBound Saver Program Description with your records.
Management Information: General Treasurer Seth Magaziner. Leftover 529 plan funds? Unless otherwise indicated, defined terms used herein have the same meaning as those in the CollegeBound Saver Program Description… Investment … A 529 Plan is an education tuition plan that is both tax-free on savings and investments. Before investing in any state's 529 plan, you should consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in that state’s qualified tuition program. • y signing below, I authorize CollegeBound 529 or its designee to change my Account information according to the B instructions … • ertify that I have read, understand, consent, and agree to all the terms and conditions of the CollegeBound 529 Program Description I c and understand the rules and regulations governing CollegeBound 529 as they relate to this information change request. Invesco Distributors, Inc. is the distributor of CollegeBound 529. Investment Products Offered • Are Not FDIC Insured † May Lose Value † Are Not Bank Guaranteed . Legal Name (First name) /or Trust name (m.i.) Legal Name (Last name) /or remaining Trust name Birth Date or Trust Date (mm/dd/yyyy) CSRIA_05844A 0818 — Page 4 of 12 4 O NOT STAPE 5. CollegeAmerica Program Description A detailed guide to our 529 college savings plan, including investment options and a glossary of terms. those in the CollegeBound 529 Program Description. (The PDF version of this piece has been modified to make it easier to download and print.
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Consider taking a tax-free distribution to pay for an internship, study abroad or a gap year program.