Vanguard college savings planner5/3/2023 ![]() ![]() State tax treatment of K–12 withdrawals is determined by the state(s) where the taxpayer files state income tax. Investment returns are not guaranteed, and you could lose money by investing in the Plan. The Plan's portfolios, although they invest in Vanguard mutual funds, are not mutual funds. Ascensus Broker Dealer Services, LLC, serves as Program Manager and has overall responsibility for the day-to-day operations. The Vanguard Group, Inc., serves as the Investment Manager for The Vanguard 529 College Savings Plan and through its affiliate, Vanguard Marketing Corporation, markets and distributes the Plan. The Vanguard 529 College Savings Plan is a Nevada Trust administered by the office of the Nevada State Treasurer. Other state benefits may include financial aid, scholarship funds, and protection from creditors. If you are not a Nevada taxpayer, consider before investing whether your or the designated beneficiary's home state offers any state tax or other benefits that are only available for investments insuch state's qualified tuition program. Vanguard Marketing Corporation, Distributor. The accuracy of information on those sites cannot be confirmed.Īll social media platforms are managed by the State of Wisconsin.For more information about The Vanguard 529 College Savings Plan, visit to obtain a Program Description, which includes investment objectives, risks, charges, expenses, and other information read and consider it carefully before investing. Neither the Plan nor TFI and its affiliates are responsible for the content of those other Web sites. The Plan Web site contains links to other Web sites. TIAA-CREF Individual & Institutional Services, LLC, Member FINRA, distributor and underwriter for Edvest 529. Wisconsin's Edvest 529 College Savings Plan is offered by the State of Wisconsin. ![]() If the funds aren’t used for qualified higher education expenses, a 10% penalty tax on earnings (as well as federal and state income taxes) may apply. Investments in the plan are neither insured nor guaranteed and there is the risk of investment loss. You should also consult your legal or tax professional for tax advice based on your own circumstances. Please Note: Before you invest, consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in that state’s qualified tuition program. Read and consider it carefully before investing. Analyst ratings are subjective in nature and should not be used as the sole basis for investment decisions.įor more information about Wisconsin's Edvest 529 College Savings Plan, call 1-88 or click here for a Plan Description which includes investment objectives, risks, charges, expenses, and other important information. A Morningstar Analyst Rating for a 529 college savings plan is not a credit or risk rating. Past performance does not predict future results. compensates Morningstar for the ability to quote these ratings in public communications. For more information about Morningstar’s overview of Wisconsin's Edvest 529 College Savings Plan, go to. The four key pillars used by Morningstar to evaluate 529 college savings plans include – Process, People, Parent, and Price. These plans offer investment options that Morningstar expects will collectively outperform and exhibit some combination of the following attractive features: a well-researched asset-allocation approach, a robust process for selecting underlying investments, a well-resourced and experienced investment management team, strong, stable and engaged oversight from the state and low fees. In an annual review () of the largest 529 college savings plans (54 plans representing 93% of 529 assets), Morningstar identified 34 plans that rose above their typical peers, awarding those plans Gold, Silver, and Bronze Morningstar Analyst Ratings for 2022.The Edvest 529 College Savings Plan average annual asset-based fees are 0.16% for all portfolios compared to 0.51% for all 529 plans. 3Source: ISS Market Intelligence 529 College Savings Fee Analysis Q4 2022. ![]()
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