Allianz Global Investors 529 Savings Plans 

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529 college savings plans offer an array of powerful features including: tax advantages, gift and estate tax benefits, control & flexibility, and high contribution limits—a combination you won’t find with other college savings options. Availability of certain tax benefits may be conditioned on meeting certain requirements.

 

In addition to our nationwide plan, CollegeAccess 529, we also offer the OklahomaDream 529 Plan and the MI 529 Advisor Plan. These state specific plans provide state residents with additional benefits for investing in their own State´s 529 Plan. 

National Plan

  State   Advisor Sold Plan 
South Dakota CollegeAccess 529 Plan
http://www.collegeaccess529.com/
 

*The CollegeAccess 529 Plan is also offered directly (without the use of a financial advisor) to residents of the State of South Dakota.

 

State Specific Plans

  State   Advisor Sold Plan
Michigan  MI529 Advisor Plan

www.MI529Advisor.com
Oklahoma OklahomaDream 529 Plan

http://www.okdream529.com/

 

Investors should consider the investment objectives, risks, charges and expenses of any mutual fund or 529 savings program before investing.  Investors should also consider whether their state of residency— or their intended designated beneficiary’s state of residency—offers any benefit, such as a state tax deduction, or any other benefits that are only available for investments in that state’s 529 savings program. This and other information is contained in the funds’ current prospectus or summary prospectus, and the 529 plan disclosure statement.  They should be read carefully before investing and can be obtained by contacting your financial advisor, mutual fund distributor, or the 529 program manager.

PLEASE NOTE: By clicking on the CollegeAccess 529, OklahomaDream 529, or MI 529 Advisor link, you will leave the Allianz Global Investors Web site and proceed to these Web sites.

 

Please read the current Plan Disclosure Statement before investing.

NOTICE: 529 Plan accounts are not insured by any state, and neither the principal deposited nor the investment return is guaranteed by any state. Furthermore, the accounts are not insured, nor the principal or investment return guaranteed, by the federal government or any federal agency.

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