As tax laws and information frequently change, we do not guarantee or warrant the completeness or
accuracy of this information. For current or additional information about state tax provisions and
for consideration of your individual circumstances, consult your tax advisor. You can also obtain
additional information by contacting your state's official taxing authority.
Before you invest, consider whether your or the beneficiary's home state offers any state tax or
other benefits that are only available for investments in that state's qualified tuition program.
All information presented is derived from publicly available information, including the plan
disclosure documents and plan web sites, and may not be accurate or complete. Please refer to each 529
plan document for more complete information regarding the investment objectives, risks, charges and
expenses associated with each 529 plan. Plan disclosure documents contain this and other information
that you should read carefully before investing. Plan disclosure documents are available on each state
plan's website. This tool only includes information on direct-sold plans. Advisor-sold plans and
prepaid tuition plans are not included.
The results presented in this tool are hypothetical illustrations and may not reflect the actual
growth of your investment in a particular 529 plan. Any hypothetical rate of return used does not
reflect actual performance or predict future results of the program. Rates of return will vary over
time. Investments that seek to achieve higher rates of return are more volatile and involve a higher
degree of risk.
Investments in 529 college savings plans are neither FDIC insured nor guaranteed and may lose
value. Some states offer favorable tax treatment to their residents only if they invest in the
state's own plan. You should consult your tax advisor. Before investing in a plan, investors should
carefully consider the investment objectives, risks, charges and expenses associated with municipal
fund securities. Plan disclosure documents contain this and other information about a plan and may
be obtained from each state plan. Investors should read these documents carefully before investing.
This material is provided for general and educational purposes only, and is not intended to provide
legal, tax or investment advice, or for use to avoid penalties that may be imposed under U.S. federal
tax laws. Contact your attorney or other advisor regarding your specific legal, investment or
tax situation.
As tax laws and information frequently change, we do not guarantee or warrant the
completeness or accuracy of this information. For current or additional information about state tax
provisions and for consideration of your individual circumstances, consult your tax advisor. You
can also obtain additional information by contacting your state's official taxing authority.
The tax information contained herein is not intended to be used, and cannot be used, by any taxpayer for the purpose of avoiding tax penalties. Taxpayers should seek advice from an independent tax advisor based on their own particular circumstances. Non-qualified withdrawals may be subject to federal and state taxes and the additional federal 10% tax.