Saving for education is a goal that may be top-of-mind for many of your clients. We’re here to help you arm your clients with the knowledge they need to create an education savings plan that works for them.
Set the stage for productive discussions with your clients and prospects by downloading and discovering the value of “The ABCs of Education Savings” – a chart book to help you discuss important topics with your clients. In it, we guide you through the education savings landscape, the different considerations when it comes to building a plan, as well as the ways in which you and your clients can maintain that carefully built plan so they can achieve their savings goals.
This chart book can be used in its entirety or in parts with clients, so you can create a custom presentation based on your clients’ needs.
Follow @OppFunds for more news and commentary.
Scholar’s Edge® is operated as a qualified tuition program offered by The Education Trust Board of New Mexico and is available to all U.S. residents. OFI Private Investments Inc., a subsidiary of OppenheimerFunds, Inc., is the program manager for Scholar’s Edge®, and OppenheimerFunds Distributor, Inc. is the distributor of Scholar’s Edge®. Some states offer favorable tax treatment to their residents only if they invest in the state’s own plan. Investors should consider before investing whether their or their designated beneficiary’s home state offers any state tax or other benefits that are only available for investments in such state’s qualified tuition program, such as financial aid, scholarship funds, and protection from creditors. Any state-based benefit offered with respect to a particular 529 College Savings Plan should be one of many appropriately weighted factors considered in making an investment decision. Your clients should consult with their tax or other advisor to learn more about how state-based benefits (including any limitations) would apply to their specific circumstances. In addition, some states may offer an income tax deduction to any qualified tuition programs. These securities are neither FDIC insured nor guaranteed and may lose value.
Before investing in the Plan, investors should carefully consider the investment objectives, risks, charges and expenses associated with municipal fund securities. The Plan Description and Participation Agreement contain this and other information about the Plan, and may be obtained by visiting ScholarsEdge529.com or calling 1.866.529.SAVE (1.866.529.7283). Investors should read these documents carefully before investing.
Account owners do not invest in, and do not have ownership or other rights relating to, the underlying investments. The Plan’s underlying investments are not deposits or obligations of any bank, are not guaranteed by any bank, are not insured by the FDIC or any other agency, and involve investment risks, including the possible loss of the principal amount invested.
The Plan Description contains summary information regarding the underlying investments’ objectives, risks, charges and expenses, and details on how to obtain more information about the Plan’s underlying investments.
For Institutional Use Only. This material has been prepared by OppenheimerFunds Distributor, Inc. for institutional investors only. It has not been filed with FINRA, may not be reproduced and may not be shown to, quoted to or used with retail investors.
Scholar’s Edge® is distributed by OppenheimerFunds Distributor, Inc. Member FINRA, SIPC.
Scholar’s Edge® and the Scholar’s Edge® logo are registered trademarks of The Education Trust Board of New Mexico used under license.