Their future is just ahead
We all want the children we love to have a bright future, filled with promise, opportunity, and success. A college education is a key building block for that future.
Tomorrow's college education requires careful planning today. The CollegeChoice Advisor 529 Savings Plan is a way to make the goal of paying for college a reality. It's a smart, easy way to save, with a number of valuable benefits:
- Tax benefits to help your money go farther
- Affordable minimum contribution
- Flexible investment choices, including Year of Enrollment Portfolios
- Control over your assets
- Easy online enrollment and management
- Opportunities to enhance your college savings with Ugift® and Upromise® rewards
Whether college is 5, 10, or even 17 years off, the future isn't that far away. Throughout this site, you'll find information and resources to use in making your decision to save for college. Your financial advisor is one of your best resources, with insights to help you chart a course to achieving your goals; don't hesitate to ask him or her any questions you have about your college savings strategy.
Ready to begin? Start here to learn more about 529 college savings plans.
As of December 2, 2013 Upromise Investments, Inc., Upromise Investment Advisors, LLC and Upromise Investments Recordkeeping Services, LLC are no longer affiliated with Upromise, Inc., Sallie Mae Bank, SLM Corporation, or its affiliates.
For more information about the CollegeChoice Advisor 529 Savings Plan ("CollegeChoice Advisor"), contact your financial advisor, call 1.866.485.9413, click here to obtain a Disclosure Statement, which includes investment objectives, risks, charges, expenses, and other important information; read and consider it carefully before investing. Upromise Investments, Inc. ("UII") is Distributor of CollegeChoice Advisor.
Please Note: 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 or other benefits that are only available through investment in 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 college savings 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.
CollegeChoice Advisor is administered by the Indiana Education Savings Authority (Authority). UII, the Program Manager, and its affiliates, have overall responsibility for the day-to-day operations, including investment advisory, recordkeeping and administrative services, and marketing. CollegeChoice Advisor's Portfolios invest in: (i) exchange-traded funds; (ii) mutual funds; or (iii) an FDIC-insured omnibus savings account held in trust by the Authority at Sallie Mae Bank. Except for the Savings Portfolio, investments in CollegeChoice Advisor are not insured by the FDIC. Units of the Portfolios are municipal securities and the value of the units will vary with market conditions.
Investment returns will vary depending upon the performance of the Portfolios you choose. Except to the extent of FDIC insurance available for the Savings Portfolio, depending on market conditions, you could lose all or a portion of your money by investing in CollegeChoice Advisor. Account Owners assume all investment risks as well as responsibility for any federal and state tax consequences.
Upromise, the Upromise logo and Ugift are registered service marks of Upromise, Inc. All other marks are the exclusive property of their respective owners.
The Upromise Service is an optional service offered by Upromise, Inc. and is separate from CollegeChoice Advisor. Specific terms and conditions apply. Participating companies, contribution levels, terms and conditions are subject to change.
© 2014 Indiana Education Savings Authority and Upromise Investments, Inc., Member FINRA. All Rights Reserved.
|Not FDIC-Insured (except for the Savings Portfolio).
||No Bank, State or Federal Guarantee
||May Lose Value