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Put a Full-Court Press on Paying for College

Big Dance: Big Names: Big Price Tags!
The cost of a four-year college education has steadily increased at an average pace of twice the rate of inflation1, and has shown no sign of slowing down. Let our 529 plans help you plan for future college costs.
 

  Team up with our 529 plans for:
Tax advantages - From tax-deferred growth to tax-free withdrawals.2
 
Gift and estate tax benefit - Investing for college can pay off for your estate plan as well. 
 
Control and flexibility - You drive all decisions, from naming or changing the beneficiary, to investing the assets, to distributing the funds. 

National Plan

 Advisor Sold Plan 


http://www.collegeaccess529.com 

State Specific Plans

 Advisor Sold Plan - Michigan


http://www.MI529Advisor.com


 Advisor Sold Plan - Oklahoma



http://www.okdream529.com


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. 

1. Finaid.org

2. Non-qualified withdrawals are subject to federal income tax and a 10% penalty on earnings, and may be subject to state tax.

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 that 529 plans may have certain fees and expenses including but not limited to annual maintenance fees, sales charges, deferred sales charges, administration and management fees, and underlying fund expenses. Please consider these fees as well as the investment risks when investing in a 529 plan.

PLEASE NOTE: By clicking on the CollegeAccess 529, OklahomaDream 529, or MI 529 Advisor link, you will leave the Allianz Global Investors website and proceed to those websites.

 

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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