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PLAN YOUR OHIO 529
Choose a Fifth Third 529 savings account or certificate of deposit (CD) Your money grows over time with the security of FDIC insurance to certain limits. Same tax advantages as our Direct Plan. Other advantages include competitive market rates of interest, guaranteed rate of return, no fees, and a low minimum deposit of $25 ($500 for aCD).
ABOUT OHIO TUITION TRUST AUTHORITY AND COLLEGEADVANTAGE Helping Families Save For College For More Than 25 Years. Established in 1989, the Ohio Tuition Trust Authority is a state agency within the Ohio Department of Higher Education. The Ohio Tuition Trust Authority sponsors and administers CollegeAdvantage, Ohio's 529 college savings program. CollegeAdvantage offers Ohio's 529 Plan to families both OHIO VANGUARD 529 PLAN The Vanguard 500 Index Option invests 100% of its assets in Vanguard Institutional Index Fund, which employs an indexing investment approach designed to track the performance of the Standard & Poor's 500 Index. The index is a widely recognized benchmark of U.S. stock market performance that is dominated by the stocks of large U.S.companies.
VETERANS: GI BILL AND 529 PLANS WORK TOGETHER TO COVER For more than 30 years, Ohio Tuition Trust Authority has sponsored and administered Ohio’s 529 College Savings Program, CollegeAdvantage. Ohio’s 529 Plan oversees more than 653,000 accounts and over $13.5 billion in assets as of Sept. 30, 2020. Visit CollegeAdvantage.com or call 1-800-AFFORD-IT (233-6734) for more information. OHIO’S 529 PLAN ANNOUNCES 2020-2021 WAT PAYOUT RATESEE MORE ON COLLEGEADVANTAGE.COM WHAT HAPPENS WHEN A 529 ACCOUNT OWNER DIES? Simply put, a successor owner is a person that you designate to become the new owner of your 529 and assume its management in the unfortunate event of your death or inability to physically or mentally continue the administration of account. Having a successor owner should allow for an easy transfer of ownership of the 529 account and the ACCOUNT OWNER CHANGE FORM AOC (11-13) 1 of 4 1 Account number Please provide your CollegeAdvantage Guaranteed 529 Savings Plan account number. Current Account Owner information Current Account Owner’s first name M.I. OHIO 529 MUTUAL FUND BASED PLANS Welcome to Ohio’s tax-free 529 Direct Plan. This is the simple, flexible way to save for whatever school comes after high school. This site is for do-it-yourself 529 OHIO 529 PLAN ACCOUNT LOGIN Most account holders will log in here and use a secure, two-factor authentication process. Watch this short video to learn more or download our Log In FAQs. If you're working with a financial advisor, log in here. This will take you to the BlackRock website. If you have a CollegeAdvantage Guaranteed 529 Savings Plan, log in here. WELCOME | OHIO 529 ACCOUNT INFORMATION | COLLEGEADVANTAGE There are several resources available to you as an account owner. Once you get familiar with your CollegeAdvantage account, conducting online account management and making adjustments will be easy. When you need to access your account to make contributions, request a withdrawal, or manage your account, just log in. Understand Your Account.PLAN YOUR OHIO 529
Choose a Fifth Third 529 savings account or certificate of deposit (CD) Your money grows over time with the security of FDIC insurance to certain limits. Same tax advantages as our Direct Plan. Other advantages include competitive market rates of interest, guaranteed rate of return, no fees, and a low minimum deposit of $25 ($500 for aCD).
ABOUT OHIO TUITION TRUST AUTHORITY AND COLLEGEADVANTAGE Helping Families Save For College For More Than 25 Years. Established in 1989, the Ohio Tuition Trust Authority is a state agency within the Ohio Department of Higher Education. The Ohio Tuition Trust Authority sponsors and administers CollegeAdvantage, Ohio's 529 college savings program. CollegeAdvantage offers Ohio's 529 Plan to families both OHIO VANGUARD 529 PLAN The Vanguard 500 Index Option invests 100% of its assets in Vanguard Institutional Index Fund, which employs an indexing investment approach designed to track the performance of the Standard & Poor's 500 Index. The index is a widely recognized benchmark of U.S. stock market performance that is dominated by the stocks of large U.S.companies.
VETERANS: GI BILL AND 529 PLANS WORK TOGETHER TO COVER For more than 30 years, Ohio Tuition Trust Authority has sponsored and administered Ohio’s 529 College Savings Program, CollegeAdvantage. Ohio’s 529 Plan oversees more than 653,000 accounts and over $13.5 billion in assets as of Sept. 30, 2020. Visit CollegeAdvantage.com or call 1-800-AFFORD-IT (233-6734) for more information. OHIO’S 529 PLAN ANNOUNCES 2020-2021 WAT PAYOUT RATESEE MORE ON COLLEGEADVANTAGE.COM WHAT HAPPENS WHEN A 529 ACCOUNT OWNER DIES? Simply put, a successor owner is a person that you designate to become the new owner of your 529 and assume its management in the unfortunate event of your death or inability to physically or mentally continue the administration of account. Having a successor owner should allow for an easy transfer of ownership of the 529 account and the ACCOUNT OWNER CHANGE FORM AOC (11-13) 1 of 4 1 Account number Please provide your CollegeAdvantage Guaranteed 529 Savings Plan account number. Current Account Owner information Current Account Owner’s first name M.I.FEES AND EXPENSES
Direct Plan Fees and Expenses. Click here for a printable PDF version of the page. Annual Asset-Based Program Fees as of May 24, 2021. Cost of Investment 1 (with 5% Return Assumption) Account Owners will bear expenses at the CollegeAdvantage Direct Plan level and also the expenses of the underlying mutual funds. Underlying Fund Expenses. THE ABCS OF 529 PLANS If 2021 is the year that you start saving for your children’s higher education, then explore 529 college savings plans. Set up by the federal government in 1996, 529s plans are the tax-advantaged way to save for whatever education comes after high school for your child. MAKING GIFT CONTRIBUTIONS TO 529 ACCOUNTS Add To An Existing Account. Making deposits to a child's 529 account is a great gift way to turn holiday gifts, birthday presents, and big life milestones markers into meaningful contributions to their future. They'll be thankful for it, and you'll appreciate how easy it is todo. Learn More.
RISING HIGH SCHOOL SENIORS CAN PREPARE FOR COLLEGE THIS SUMMER For students getting ready to start their senior year, summer is an ideal time to prepare for college before their final year of high school. In addition to virtual campus tours, there are many steps your student can take this summer to make themselves more appealing forcollege admissions.
OHIO'S 529 PLAN STATE INCOME TAX DEDUCTION IS $4,000 As 2020 comes to a close, let’s do a year in review of some of the many benefits of saving for college in Ohio’s 529 Plan. The list includes the power of compound interest, a wide variety of investment options, tax-free earnings, and tax-free withdrawals.For Ohioans saving with Ohio’s 529 Plan, there’s also a deduction from their state taxable income for contributions made to 529 ASSET EXCHANGES ALLOWED TWICE A YEAR According to federal law and 529 guidelines, you can exchange investment options within your 529 college savings plan twice per calendar year. At the end of 2014, Congress enacted a bill, which the president signed, that made legislative changes to Internal Revenue Code (IRC) Section 529. AGENT AUTHORIZATION FORM Authorization level I, the Account Owner listed in Section 1, appoint the Agent listed in Section 2, as my Agent. Account Inquiry Access From CollegeAdvantage Guaranteed 529 Plan, the authority granted herein is limited to obtaining account information over the phone. My Agent shall have no authority to take any other action on theaccount(s).
NEW FEDERAL CHANGES FOR YOUR OHIO 529 PLAN New Federal Changes For Your Ohio 529 Plan. On Dec. 20, 2019, the Further Consolidated Appropriations Act, 2020 was signed into law. This federal spending bill includes provisions that allow 529 withdrawals to pay for certain expenses associated with apprenticeship programs registered and certified by the Secretary of Labor under theNational
COLLEGEADVANTAGE DIRECT 529 SAVINGS PLAN INCOMING ROLLOVER CSOHD_06046 1018 — Page 1 of 4 1 DO NOT STAPLE CollegeAdvantage Direct 529 Savings Plan Incoming Rollover Form • Complete this form to initiate a Direct Rollover (plan to plan) from another 529 plan or an Education Savings Account (ESA) to an existing 529 QUALIFIED EXPENSES NOW INCLUDE COMPUTERS! 529 Qualified Expenses Now Include Computers! Earlier this year we shared updates about H.R. 529 and a series of proposed enhancements to 529 college savings plans. Now, we have some good news for you! On December 18th, Congress passed and the President signed the “Protecting Americans from Tax Hikes (PATH) Act of 2015.”. OHIO 529 MUTUAL FUND BASED PLANS Welcome to Ohio’s tax-free 529 Direct Plan. This is the simple, flexible way to save for whatever school comes after high school. This site is for do-it-yourself 529 WELCOME | OHIO 529 ACCOUNT INFORMATION | COLLEGEADVANTAGE There are several resources available to you as an account owner. Once you get familiar with your CollegeAdvantage account, conducting online account management and making adjustments will be easy. When you need to access your account to make contributions, request a withdrawal, or manage your account, just log in. Understand Your Account. OHIO 529 PLAN ACCOUNT LOGIN Most account holders will log in here and use a secure, two-factor authentication process. Watch this short video to learn more or download our Log In FAQs. If you're working with a financial advisor, log in here. This will take you to the BlackRock website. If you have a CollegeAdvantage Guaranteed 529 Savings Plan, log in here.PLAN YOUR OHIO 529
Choose a Fifth Third 529 savings account or certificate of deposit (CD) Your money grows over time with the security of FDIC insurance to certain limits. Same tax advantages as our Direct Plan. Other advantages include competitive market rates of interest, guaranteed rate of return, no fees, and a low minimum deposit of $25 ($500 for aCD).
ABOUT OHIO TUITION TRUST AUTHORITY AND COLLEGEADVANTAGE Helping Families Save For College For More Than 25 Years. Established in 1989, the Ohio Tuition Trust Authority is a state agency within the Ohio Department of Higher Education. The Ohio Tuition Trust Authority sponsors and administers CollegeAdvantage, Ohio's 529 college savings program. CollegeAdvantage offers Ohio's 529 Plan to families both VETERANS: GI BILL AND 529 PLANS WORK TOGETHER TO COVER For more than 30 years, Ohio Tuition Trust Authority has sponsored and administered Ohio’s 529 College Savings Program, CollegeAdvantage. Ohio’s 529 Plan oversees more than 653,000 accounts and over $13.5 billion in assets as of Sept. 30, 2020. Visit CollegeAdvantage.com or call 1-800-AFFORD-IT (233-6734) for more information. OHIO'S 529 PLAN STATE INCOME TAX DEDUCTION IS $4,000 As 2020 comes to a close, let’s do a year in review of some of the many benefits of saving for college in Ohio’s 529 Plan. The list includes the power of compound interest, a wide variety of investment options, tax-free earnings, and tax-free withdrawals.For Ohioans saving with Ohio’s 529 Plan, there’s also a deduction from their state taxable income for contributions made to WHAT HAPPENS WHEN A 529 ACCOUNT OWNER DIES? Simply put, a successor owner is a person that you designate to become the new owner of your 529 and assume its management in the unfortunate event of your death or inability to physically or mentally continue the administration of account. Having a successor owner should allow for an easy transfer of ownership of the 529 account and the OHIO’S 529 PLAN ANNOUNCES 2020-2021 WAT PAYOUT RATESEE MORE ON COLLEGEADVANTAGE.COM 529 ASSET EXCHANGES ALLOWED TWICE A YEAR According to federal law and 529 guidelines, you can exchange investment options within your 529 college savings plan twice per calendar year. At the end of 2014, Congress enacted a bill, which the president signed, that made legislative changes to Internal Revenue Code (IRC) Section 529. OHIO 529 MUTUAL FUND BASED PLANS Welcome to Ohio’s tax-free 529 Direct Plan. This is the simple, flexible way to save for whatever school comes after high school. This site is for do-it-yourself 529 WELCOME | OHIO 529 ACCOUNT INFORMATION | COLLEGEADVANTAGE There are several resources available to you as an account owner. Once you get familiar with your CollegeAdvantage account, conducting online account management and making adjustments will be easy. When you need to access your account to make contributions, request a withdrawal, or manage your account, just log in. Understand Your Account. OHIO 529 PLAN ACCOUNT LOGIN Most account holders will log in here and use a secure, two-factor authentication process. Watch this short video to learn more or download our Log In FAQs. If you're working with a financial advisor, log in here. This will take you to the BlackRock website. If you have a CollegeAdvantage Guaranteed 529 Savings Plan, log in here.PLAN YOUR OHIO 529
Choose a Fifth Third 529 savings account or certificate of deposit (CD) Your money grows over time with the security of FDIC insurance to certain limits. Same tax advantages as our Direct Plan. Other advantages include competitive market rates of interest, guaranteed rate of return, no fees, and a low minimum deposit of $25 ($500 for aCD).
ABOUT OHIO TUITION TRUST AUTHORITY AND COLLEGEADVANTAGE Helping Families Save For College For More Than 25 Years. Established in 1989, the Ohio Tuition Trust Authority is a state agency within the Ohio Department of Higher Education. The Ohio Tuition Trust Authority sponsors and administers CollegeAdvantage, Ohio's 529 college savings program. CollegeAdvantage offers Ohio's 529 Plan to families both VETERANS: GI BILL AND 529 PLANS WORK TOGETHER TO COVER For more than 30 years, Ohio Tuition Trust Authority has sponsored and administered Ohio’s 529 College Savings Program, CollegeAdvantage. Ohio’s 529 Plan oversees more than 653,000 accounts and over $13.5 billion in assets as of Sept. 30, 2020. Visit CollegeAdvantage.com or call 1-800-AFFORD-IT (233-6734) for more information. OHIO'S 529 PLAN STATE INCOME TAX DEDUCTION IS $4,000 As 2020 comes to a close, let’s do a year in review of some of the many benefits of saving for college in Ohio’s 529 Plan. The list includes the power of compound interest, a wide variety of investment options, tax-free earnings, and tax-free withdrawals.For Ohioans saving with Ohio’s 529 Plan, there’s also a deduction from their state taxable income for contributions made to WHAT HAPPENS WHEN A 529 ACCOUNT OWNER DIES? Simply put, a successor owner is a person that you designate to become the new owner of your 529 and assume its management in the unfortunate event of your death or inability to physically or mentally continue the administration of account. Having a successor owner should allow for an easy transfer of ownership of the 529 account and the OHIO’S 529 PLAN ANNOUNCES 2020-2021 WAT PAYOUT RATESEE MORE ON COLLEGEADVANTAGE.COM 529 ASSET EXCHANGES ALLOWED TWICE A YEAR According to federal law and 529 guidelines, you can exchange investment options within your 529 college savings plan twice per calendar year. At the end of 2014, Congress enacted a bill, which the president signed, that made legislative changes to Internal Revenue Code (IRC) Section 529.FEES AND EXPENSES
Direct Plan Fees and Expenses. Click here for a printable PDF version of the page. Annual Asset-Based Program Fees as of May 24, 2021. Cost of Investment 1 (with 5% Return Assumption) Account Owners will bear expenses at the CollegeAdvantage Direct Plan level and also the expenses of the underlying mutual funds. Underlying Fund Expenses. OHIO 529 PLAN 1ST IN NATION IN LONG-TERM PERFORMANCE RANKINGS Ohio’s 529 Plan remains at the top of the longest term performance ranking from Saving For College, a trusted college-savings industry resource which provides unbiased research on 529 plans, financial aid, scholarships, as well as offers tools to help families estimate higher education expenses.. Saving For College analyzes the performance of the nation’s 529 plans on a quarterly basis and 529 ACCOUNT CONTRIBUTIONS Contribute online. Are you a grandparent, family member, or a friend who wants to contribute to a 529 account? Simply ask the account owner for their unique Ugift ® code, which they can request online by logging in to their CollegeAdvantage Direct Plan account. Then go to www.Ugift529.com, enter the code, and make your 529 gift contribution securely from your bank account. MAKING GIFT CONTRIBUTIONS TO 529 ACCOUNTS Add To An Existing Account. Making deposits to a child's 529 account is a great gift way to turn holiday gifts, birthday presents, and big life milestones markers into meaningful contributions to their future. They'll be thankful for it, and you'll appreciate how easy it is todo. Learn More.
THE ABCS OF 529 PLANS If 2021 is the year that you start saving for your children’s higher education, then explore 529 college savings plans. Set up by the federal government in 1996, 529s plans are the tax-advantaged way to save for whatever education comes after high school for your child. RISING HIGH SCHOOL SENIORS CAN PREPARE FOR COLLEGE THIS SUMMER For students getting ready to start their senior year, summer is an ideal time to prepare for college before their final year of high school. In addition to virtual campus tours, there are many steps your student can take this summer to make themselves more appealing forcollege admissions.
OHIO'S 529 PLAN STATE INCOME TAX DEDUCTION IS $4,000 As 2020 comes to a close, let’s do a year in review of some of the many benefits of saving for college in Ohio’s 529 Plan. The list includes the power of compound interest, a wide variety of investment options, tax-free earnings, and tax-free withdrawals.For Ohioans saving with Ohio’s 529 Plan, there’s also a deduction from their state taxable income for contributions made to 529 ASSET EXCHANGES ALLOWED TWICE A YEAR According to federal law and 529 guidelines, you can exchange investment options within your 529 college savings plan twice per calendar year. At the end of 2014, Congress enacted a bill, which the president signed, that made legislative changes to Internal Revenue Code (IRC) Section 529. AGENT AUTHORIZATION FORM Authorization level I, the Account Owner listed in Section 1, appoint the Agent listed in Section 2, as my Agent. Account Inquiry Access From CollegeAdvantage Guaranteed 529 Plan, the authority granted herein is limited to obtaining account information over the phone. My Agent shall have no authority to take any other action on theaccount(s).
COLLEGEADVANTAGE DIRECT 529 SAVINGS PLAN INCOMING ROLLOVER CSOHD_06046 1018 — Page 1 of 4 1 DO NOT STAPLE CollegeAdvantage Direct 529 Savings Plan Incoming Rollover Form • Complete this form to initiate a Direct Rollover (plan to plan) from another 529 plan or an Education Savings Account (ESA) to an existing OHIO 529 MUTUAL FUND BASED PLANS Welcome to Ohio’s tax-free 529 Direct Plan. This is the simple, flexible way to save for whatever school comes after high school. This site is for do-it-yourself 529 OHIO 529 PLAN ACCOUNT LOGIN More savings equals less debt equals more options in life. Comparing bank accounts with 529 Plans - plus all the other ways to save. WELCOME | OHIO 529 ACCOUNT INFORMATION | COLLEGEADVANTAGE Thank you for creating an Ohio 529 account! Saving for college is straight-forward with our easy-to-manage, low-fee, quality investmentoptions.
PLAN YOUR OHIO 529
Find A Savings Approach That's Right For You. Ohio’s 529 Plan has dozens of options. When choosing the right investment options for your family’s college fund, Ohio's 529 makes it easy to get started. ABOUT OHIO TUITION TRUST AUTHORITY AND COLLEGEADVANTAGE CollegeAdvantage is Ohio’s 529 college savings program designed to help individuals and families save for college in a tax-advantaged way. The Ohio Tuition Trust Authority, a state agency within the Office of the Chancellor of the Ohio Department of Higher Education, sponsors and manages the program.OHIO 529 PLAN FAQ
CollegeAdvantage is Ohio’s 529 college savings program designed to help individuals and families save for college in a tax-advantaged way. The Ohio Tuition Trust Authority, a state agency within the Office of the Chancellor of the Ohio Department of Higher Education, sponsors and manages the program. WHAT HAPPENS WHEN A 529 ACCOUNT OWNER DIES? It’s one of those questions no one wants to think about when it comes to 529 plans: What happens when a 529 account owner dies? When creating your Ohio’s 529 Plan, you have the option of adding successor owner to your account.What’s a successor owner and do youreally need one?
AGENT AUTHORIZATION FORM Authorization level I, the Account Owner listed in Section 1, appoint the Agent listed in Section 2, as my Agent. Account Inquiry Access From CollegeAdvantage Guaranteed 529 Plan, the authority granted herein is limited to obtaining account information over the phone. My Agent shall have no authority to take any other action on theaccount(s).
WHO CONTROLS THE 529 ACCOUNT? The time to start planning for your child’s college education is now! Keep up with Ohio’s 529 in the CollegeAdvantage blog. Get valuable, free savings advice and tips from the experts atCollegeAdvantage.
SUPPLEMENT TO THE DIRECT PLAN OFFERING STATEMENT …COLLEGEADVANTAGE DIRECT 529 SAVINGS PLAN A…COLLEGE DIRECT 529 INDIANABLACKROCK 529 FUNDSBLACKROCK COLLEGEADVANTAGE 529COLLEGE 529 BLACKROCKBLACKROCK 529CONTACT NUMBER
supplement to the direct plan offering statement and participation agreement dated may 18, 2018 effective march 31, 2021 summary of supplemental changes OHIO 529 MUTUAL FUND BASED PLANS Welcome to Ohio’s tax-free 529 Direct Plan. This is the simple, flexible way to save for whatever school comes after high school. This site is for do-it-yourself 529 OHIO 529 PLAN ACCOUNT LOGIN More savings equals less debt equals more options in life. Comparing bank accounts with 529 Plans - plus all the other ways to save. WELCOME | OHIO 529 ACCOUNT INFORMATION | COLLEGEADVANTAGE Thank you for creating an Ohio 529 account! Saving for college is straight-forward with our easy-to-manage, low-fee, quality investmentoptions.
PLAN YOUR OHIO 529
Find A Savings Approach That's Right For You. Ohio’s 529 Plan has dozens of options. When choosing the right investment options for your family’s college fund, Ohio's 529 makes it easy to get started. ABOUT OHIO TUITION TRUST AUTHORITY AND COLLEGEADVANTAGE CollegeAdvantage is Ohio’s 529 college savings program designed to help individuals and families save for college in a tax-advantaged way. The Ohio Tuition Trust Authority, a state agency within the Office of the Chancellor of the Ohio Department of Higher Education, sponsors and manages the program.OHIO 529 PLAN FAQ
CollegeAdvantage is Ohio’s 529 college savings program designed to help individuals and families save for college in a tax-advantaged way. The Ohio Tuition Trust Authority, a state agency within the Office of the Chancellor of the Ohio Department of Higher Education, sponsors and manages the program. WHAT HAPPENS WHEN A 529 ACCOUNT OWNER DIES? It’s one of those questions no one wants to think about when it comes to 529 plans: What happens when a 529 account owner dies? When creating your Ohio’s 529 Plan, you have the option of adding successor owner to your account.What’s a successor owner and do youreally need one?
AGENT AUTHORIZATION FORM Authorization level I, the Account Owner listed in Section 1, appoint the Agent listed in Section 2, as my Agent. Account Inquiry Access From CollegeAdvantage Guaranteed 529 Plan, the authority granted herein is limited to obtaining account information over the phone. My Agent shall have no authority to take any other action on theaccount(s).
WHO CONTROLS THE 529 ACCOUNT? The time to start planning for your child’s college education is now! Keep up with Ohio’s 529 in the CollegeAdvantage blog. Get valuable, free savings advice and tips from the experts atCollegeAdvantage.
SUPPLEMENT TO THE DIRECT PLAN OFFERING STATEMENT …COLLEGEADVANTAGE DIRECT 529 SAVINGS PLAN A…COLLEGE DIRECT 529 INDIANABLACKROCK 529 FUNDSBLACKROCK COLLEGEADVANTAGE 529COLLEGE 529 BLACKROCKBLACKROCK 529CONTACT NUMBER
supplement to the direct plan offering statement and participation agreement dated may 18, 2018 effective march 31, 2021 summary of supplemental changesPLAN YOUR OHIO 529
Find A Savings Approach That's Right For You. Ohio’s 529 Plan has dozens of options. When choosing the right investment options for your family’s college fund, Ohio's 529 makes it easy to get started.FEES AND EXPENSES
View Ohio 529 Plan direct plan fees and expenses here. 529 ACCOUNT CONTRIBUTIONS Contribute online. Are you a grandparent, family member, or a friend who wants to contribute to a 529 account? Simply ask the account owner for their unique Ugift ® code, which they can request online by logging in to their CollegeAdvantage Direct Plan account. Then go to www.Ugift529.com, enter the code, and make your 529 gift contribution securely from your bank account. OHIO 529 PLAN 1ST IN NATION IN LONG-TERM PERFORMANCE RANKINGS Ohio’s 529 Plan remains at the top of the longest term performance ranking from Saving For College, a trusted college-savings industry resource which provides unbiased research on 529 plans, financial aid, scholarships, as well as offers tools to help families estimate higher education expenses.. Saving For College analyzes the performance of the nation’s 529 plans on a quarterly basis and THE ABCS OF 529 PLANS If 2021 is the year that you start saving for your children’s higher education, then explore 529 college savings plans. Set up by the federal government in 1996, 529s plans are the tax-advantaged way to save for whatever education comes after high school for your child. OHIO'S 529 PLAN STATE INCOME TAX DEDUCTION IS $4,000 As 2020 comes to a close, let’s do a year in review of some of the many benefits of saving for college in Ohio’s 529 Plan. The list includes the power of compound interest, a wide variety of investment options, tax-free earnings, and tax-free withdrawals.For Ohioans saving with Ohio’s 529 Plan, there’s also a deduction from their state taxable income for contributions made to COLLEGEADVANTAGE DIRECT 529 SAVINGS PLAN ACCOUNT OWNER CSOHD_05067N 0418 — Page 1 of 4 1 DO NOT STAPLE CollegeAdvantage Direct 529 Savings Plan Account Owner Change Form INSTRUCTIONS: Use this form to change ownership of your CollegeAdvantage Direct Account assets (new Account Owner). • In order to process the request to transfer assets from the existing Account to the new Account, assets in the existing Account will be OHIO’S 529 PLAN ANNOUNCES 2020-2021 WAT PAYOUT RATE Ohio’s four-year state universities recently announced their tuition rates for the 2020-2021 school year. With this data, CollegeAdvantage has calculated the Weighted Average Tuition (WAT) for the CollegeAdvantage Guaranteed 529 Plan. Please note, this college savings plan has been closed to new enrollments and new investments since Dec. 31, 2003. WHO CONTROLS THE 529 ACCOUNT? The time to start planning for your child’s college education is now! Keep up with Ohio’s 529 in the CollegeAdvantage blog. Get valuable, free savings advice and tips from the experts atCollegeAdvantage.
SUPPLEMENT TO THE DIRECT PLAN OFFERING STATEMENT … supplement to the direct plan offering statement and participation agreement dated may 18, 2018 effective march 31, 2021 summary of supplemental changes OHIO TUITION TRUST AUTHORITY COLLEGE ADVANTAGE - OHIO'S 529 SAVINGS PROGRAM* Tools
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TAKE YOUR FIRST STEP Your little one will do big things. For 30 years, CollegeAdvantage has helped parents like you start saving for them. Why You Should Save For CollegeWHAT IS A 529?
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HOW DO YOU SAVE FOR COLLEGE WHEN A FAMILY OF THREE... BECOMES A FAMILY OF FOUR?Watch The Video
GET THE LATEST UPDATES Recent blog articles and announcements await.April 10, 2020
529 Asset Exchanges Allowed Twice A YearApril 09, 2020
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