Not A Gift They’ll Outgrow: A Gift To Help Them Grow
This holiday season, when family or friends ask about gift ideas for your kids, save them a shopping trip by requesting the gift that lasts a lifetime: invite them to contribute to your family’s CollegeChoice529 Savings Plan. Don’t have a CollegeChoice 529 account? You can enroll in ten minutes atwww.collegechoicedirect.com. With as little as $10, you can start saving now to help your future students save later.
Here’s How The Gift Process Works
As a CollegeChoice 529 account holder, you’ll have access to a Ugift® code that can be shared with friends or family members. They can enter the Ugift code and contribute at any time at www.Ugift529.com. There’s no fee to you, or gift contributors, for using Ugift—the entire gift amount is deposited into your loved one’s CollegeChoice 529 Plan account.
Why CollegeChoice 529 Is SMART
- · Contributions can grow tax-free
- · Savings can be used for tax-free qualified expenses at ANY eligible post-secondary school
- · Indiana residents may qualify for a 20% state income tax credit of up to $1,000 a year*
Don’t let this holiday season simply bring more broken toys and outgrown clothes. This year, invite loved ones to give a gift they’ll be thanked for now, and years from now.
Learn more and enroll today at www.collegechoicedirect.com!
For more information about the CollegeChoice 529 Direct Savings Plan (CollegeChoice 529), call 1.866.485.9415 or visit www. collegechoicedirect.com to obtain a Disclosure Statement, which includes investment objectives, risks, charges, expenses, and other important information; read and consider it carefully before investing. Ascensus Broker Dealer Services, Inc. is Distributor of CollegeChoice 529.
If you are not an Indiana taxpayer, consider before investing 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.
CollegeChoice 529 is administered by the Indiana Education Savings Authority (Authority). Ascensus Broker Dealer Services, Inc., 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 529’s Portfolios invest in: (i) mutual funds; or (ii) an FDIC-insured omnibus savings account held in trust by the Authority at Sallie Mae Bank. Except for the Savings Portfolio, investments in CollegeChoice 529 are not insured by the FDIC. Units of the Portfolios are municipal securities and the value of 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 529. Account Owners assume all investment risks as well as responsibility for any federal and state tax consequences.
Not FDIC-Insured (except for the Savings Portfolio). No Bank, State or Federal Guarantee. May Lose Value.
* Indiana taxpayers are eligible for a state income tax credit of 20% of contributions to their CollegeChoice 529 account, up to $1,000 credit per year. This credit may be subject to recapture from the account owner (not the contributor) in certain circumstances, such as rollover to another state’s 529 plan or non-qualified withdrawal.
