TIAA’s Advisor Services is ideally suited to help you meet clients’ college savings needs. TIAA Tuition Financing, Inc. manages a number of state-sponsored 529 college savings plans, including Connecticut, Georgia, Kentucky, Michigan, Minnesota, Oklahoma, and Vermont. The Advisor Services unit has a staff who will work with you on every aspect of using these plans to meet client needs. We provide downloads of client account data via DST. Call us today at 877 ADVS-529, or e-mail us at Advisor529@TIAA.org.
Investors should consider the investment objectives, risks, charges, and expenses before investing in a 529 college savings plan. Contact 877 ADVS-529 for a disclosure booklet containing this information. Read it carefully.
Before investing in a 529 plan, you should consider whether the state you or your designated beneficiary reside in or have taxable income in has a 529 plan that offers favorable state income tax or other benefits that are only available if you invest in that state’s 529 plan.
The tax information contained herein is not intended to be used, and cannot be used, by any taxpayer for the purpose of avoiding tax penalties. Taxpayers should seek advice based on their own particular circumstances from an independent tax advisor. Non-qualified withdrawals may be subject to federal and state taxes and the additional federal 10% tax.
TIAA Tuition Financing, Inc. (TFI) is the Program Manager.