Allianz Global Investors | Allianz Global Investors 529 Savings Plans

By: Allianz Investors  09-12-2011
Keywords: financial advisor, Investment Return

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

 

*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

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 read the current Plan Disclosure Statement before investing.

Performance quoted represents past performance. Past performance is no guarantee of future results. Investment return and the principal value of an investment will fluctuate. Shares may be worth more or less than original cost when redeemed. Current performance may be lower or higher than performance shown. The NAV returns do not take into account any initial sales charges that may be applicable. See the Fund's fact card for the most recent calendar quarter returns.

Keywords: financial advisor, Investment Return

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