Boost your kiddos’ college savings accounts by switching to ScholarShare, one of the country’s top performing 529 plans** — now with even lower fees. Check out the chart to see how much you might be eligible for, just for switching to ScholarShare. Just fill out the quick form below and one of our Field Consultants will call you within 48 hours to handle all the details. Terms & Conditions.
*Minimum balance required; see chart. Promotion ends 7/1/2017. Bonus paid by ScholarShare as a deposit into account. See Terms & Conditions.
**ScholarShare has once again received a Silver rating from Morningstar, making it one of the best-rated plans in the nation. In an annual review (10/25/2016) of the largest 529 college savings plans (63 total), Morningstar identified 33 plans that rose above their typical peers, awarding those plans Gold, Silver, and Bronze Morningstar Analyst Ratings for 2016. These forward-looking, qualitative ratings signal Morningstar’s conviction in the plans' abilities to outperform their relevant benchmark and peer groups on a risk-adjusted basis over the long term. Morningstar evaluates college savings plans based on five key pillars — Process, Performance, People, Parent, and Price. For more information about Morningstar’s overview of ScholarShare, go to 529.morningstar.com. Past performance does not predict future results. Source: 529.morningstar.com
Consider the investment objectives, risks, charges and expenses before investing in the ScholarShare College Savings Plan. Visit ScholarShare.com for a Plan Disclosure Booklet containing this and other information. Read it carefully. Investments in the Plan are neither insured nor guaranteed, and there is a risk of investment loss. TIAA-CREF Tuition Financing, Inc., Plan Manager. TIAA-CREF Individual & Institutional Services, LLC, member FINRA, distributor and underwriter for ScholarShare College Savings Plan. 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. Non-qualified withdrawals may also be subject to an additional 2.5% California tax on earnings. Before investing in a 529 plan, consider whether the state where you or your Beneficiary resides has a 529 plan that offers favorable state tax benefits that are available if you invest in that state’s 529 plan. Neither TIAA-CREF Tuition Financing, Inc., nor its affliates, are responsible for the content found on any external website links referenced herein.
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