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Taxpayers should seek advice based on their own particular circumstances from an independent tax advisor. Non-qualified withdrawal may be subject to federal and state taxes and the additional federal 10% tax. Before investing in a 529 plan, consider whether the state in which you our 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.
Consider the investment objectives, risks, charges and expenses before investing in the Edvest College Savings Plan. Please visit www.Edvest.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 the risk of investment loss.
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The Edvest College Savings Plan is administered by the State of Wisconsin. TIAA-CREF Tuition Financing, Inc. Plan Manager. TIAA-CREF Individual & Institutional Services, LLC, Member FINRA, distributor and underwriter for Wisconsin College Savings Plans.