This formula tells you whether you've got a bargain in your state's college savings plan.
California's ScholarShare 529 is available to residents of any state. It offers a variety of investment options from TIAA-CREF, T. Rowe Price, and others.
Want to increase your chances of reaching your college savings goals? Watch our video and find out how. Learn more at http://www.nysaves.org. PROGRAM INFORMATION Investment returns are not guaranteed, and you could lose money by investing in the Direct plan. This Web site contains links to other Web sites as a convenience to users. However none of the Program; The New York State Office of the State Comptroller; the New York State Higher Education Services Corporation; The Vanguard Group, Inc.; Ascensus College Savings, Inc.; nor any of their affiliates endorses or takes any responsibility for any such Web site or for any information contained thereon, except, in each case, with respect to their own Web sites. Before investing in any 529 plan, you should consider whether your or the beneficiary's home state offers a 529 plan that provides its taxpayers with favorable state tax and other benefits that are only available through investment in the home state's 529 plan. You also should consult your financial, tax, or other adviser to learn more about how state-based benefits (or any limitations) would apply to your specific circumstances. You also may wish to contact 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. The Comptroller of the State of New York and the New York State Higher Education Services Corporation are the Program Administrators and are responsible for implementing and administering the Direct Plan. Neither the State of New York nor its agencies insures accounts or guarantees the principal deposited in those accounts or any investment returns on any amount or investment portfolio. Ascensus Broker Dealer Services, Inc., and Ascensus Investment Advisors, LLC, serve as Program Manager and Recordkeeping and Servicing Agent, respectively, and are responsible for day-to-day operations. The Vanguard Group, Inc., serves as the Investment Manager. Vanguard Marketing Corporation markets, distributes, and underwrites the Direct Plan. New York's 529 College Savings Program currently includes two separate 529 plans. The Direct Plan is sold directly by the Program. You may also participate in the Advisor Plan, which is sold exclusively through financial advisors and has different investment options and higher fees and expenses as well as financial advisor compensation. The Ascensus College Savings logo is a registered service mark of Ascensus Broker Dealer Services, Inc. Vanguard and the ship logo are trademarks of The Vanguard Group, Inc. For more information about New York's 529 College Savings Program Direct Plan, download a Disclosure Booklet and Tuition Savings Agreement or request one by calling 1-877-NYSAVES. This document includes investment objectives, risks, charges, expenses, and other information. You should read and consider them carefully before investing. The Program Administrators, the Program Manager and Vanguard, and their respective affiliates do not provide legal or tax advice. This information is provided for general educational purposes only. This is not to be considered legal or tax advice. Investors should consult with their legal or tax advisors for personalized assistance, including information regarding any specific state law requirements.
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Invest in your child's future and win money for college.
If you are in need of financial planning help you can learn more here. We're happy to help you reach your financial goals. http://bit.ly/sicklehuntermeeting 529 College Savings Plans are tax deferred and tax-free for school expenses but is the tax benefits better than the risks? 💸 FOR MORE FINANCIAL PLANNING & ASSET MANAGEMENT 💸 Try out our financial planning tool today. http://bit.ly/financial-planning-tool About Travis Sickle: https://www.sicklehunter.com/travis-t... twitter: @travissickle Instagram: https://www.instagram.com/travistsickle/ Company Website: https://www.sicklehunter.com twitter: @sicklehunterfa facebook: https://www.facebook.com/SickleHunterFA/ Travis Sickle CERTIFIED FINANCIAL PLANNER™ Sickle Hunter Financial Advisors 620 E Twiggs Street Suite 304 Tampa, FL 33609 TRAVIS T SICKLE, CFP®, AAMS®, CRPC®, RICP®, AIF® CERTIFIED FINANCIAL PLANNER™ Financial Advisor Tampa, FL
California State Treasurer John Chiang and TV personality and Wordaful creator Liz Hernandez share how ScholarShare 529 is helping make higher education accessible for everyone through a Matching Grant Program, which begins Jan. 1, 2018. Learn more: MGP.ScholarShare529.com
Es el Mes de los #AhorrosUniversitarios, el tiempo ideal para comenzar a ahorrar para los estudios universitarios de sus hijos, en este video le contamos como funciona ScholarShare 529 y que beneficios trae para los ahorros. www.scholarshare-espanol.com
Robert is Scholarshare's blogger ambassador, and today we're discussing qualified education expenses for a 529 college savings plan - including what counts and what doesn't. You can read the full article here: http://thecollegeinvestor.com/18450/qualified-expenses-529-plan/ Using a 529 college savings plan can be a great way to save for your kids' college. But... to take advantage of all of the benefits, you can only use the money inside the account for certain expenses. In this video, we talk about: - What are qualified education expenses - What are some examples of these expenses - What are some expenses that are commonly mistaken for being "qualified", but aren't If you have questions about whether a 529 college savings plan is right for you, this video could help you answer a few of they key questions you might have!