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College Funding 529 Plans

The high cost of education is a challenge. With the SSGA Upromise 529 Plan you can offer your clients a way to save today for future education needs.

529 withdrawals are federal tax-free for qualified college expenses as well as for up to $10,000 for tuition for K-12 elementary or secondary public, private or parochial schools. Plus, some states offer state tax benefits for contributions to a 529 account.

The SSGA Upromise 529 Plan offers:

  • A variety of investment options from State Street Global Advisors
  • Valuable tax benefits 1
  • SPDR® ETFs as the main investment vehicle for the 529 Portfolios 2

Learn More about the SSGA Upromise 529 Plan and how a 529 plan can help meet your client's financial goals

1 The availability of tax or other benefits may be contingent on meeting other requirements.

2 Although they invest in ETFs and/or mutual funds, the SSGA Upromise 529 Plan Portfolios are not ETFs or mutual funds themselves. As an SSGA Upromise 529 account owner, you will own units of the portfolio, which are municipal fund securities, not shares of the ETFs or mutual funds.

For more information about the SSGA Upromise 529 Plan ("the Plan") download Plan Description and Participation Agreement or request one by calling 1-800-587-7305. Investment objectives, risks, charges, expenses, and other important information are included in the Plan Description; read and consider it carefully before investing. Ascensus Broker Dealer Services, LLC. ("ABD") is distributor of the Plan.Please Note: Before you invest, consider whether your or the beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in that state's qualified tuition program. You should also consult your financial, tax, or other advisor to learn more about how state-based benefits (or any limitations) would apply to your specific circumstances. You also may wish to contact directly your home state's 529 college savings plan(s), or any other 529 plan, to learn more about those plans' features, benefits, and limitations. Keep in mind that state-based benefits should be one of many appropriately weighted factors to be considered when making an investment decision.

Centralized Systematic Valuation Aggregated Cash Flow (ACF) File

This information provided is calculated by Bloomberg Finance L.P., a third party not affiliated with SSGA. Neither SSGA nor its affiliates assume any liability for or guarantee the timeliness, accuracy and completeness of the information provided. The information provided is as of the date indicated and is subject to change.

This analysis or any portion thereof may not be revised or changed in any way, reprinted, sold or redistributed without the written consent of SSGA.

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