This website has been developed by Ascensus College Savings
Recordkeeping Services, LLC ("ACRS") and its affiliates.
For more information about 529 plans managed or administered
by ACRS and its affiliates, call 1.877.529.2980.
Before investing in any 529 plan, you should consider
whether your or the designated beneficiary's home state offers a
529 plan that provides its taxpayers with state tax and other
benefits that are only available through the home state's 529
plan. You also should consult your financial, tax, or other
advisor to learn more about how state-based benefits (or any
limitations) would apply to your specific circumstances. You also
may wish to contact directly your home state's 529 plan(s), or any
other 529 plan, to learn more about those plans' features,
benefits and limitations. Keep in mind that state-based benefits
should be one of many appropriately weighted factors to be
considered when making an investment decision.
Investment objectives, risks, charges, expenses, and other
important information are included in a 529 plan's offering
statement; read and consider it carefully before investing.
When you invest in a 529 plan you are purchasing municipal
securities whose value will vary with market conditions. Investment
returns are not guaranteed, and you could lose money by investing
in a 529 plan. Account owners assume all investment risks as well
as responsibility for any federal and state tax consequences.
An account in a 529 plan is controlled by the account owner.
Your contribution may have gift tax consequences or other tax
implications. Please consult your tax advisor
ACRS and its affiliates do not provide tax advice. Please
note that (i) any discussion of U.S. tax matters contained in this
communication cannot be used by you for the purpose of avoiding tax
penalties; (ii) this communication was written to support the
promotion or marketing of the matters addressed herein; and (iii)
you should seek advice based on your particular circumstances from
an independent tax advisor.
* Not FDIC Insured (except for 529 plans that offer an
FDIC-insured portfolio) * No Bank, State, or Federal Guarantee *
May Lose Value *