Wisconsin Lawyer: Investment Values Fluctuate:

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    Investment Values Fluctuate

    EdVest, Wisconsin's 529 college savings plan, has new features that make it even more attractive to potential investors.

    Sarah Henriksen

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    Wisconsin Lawyer
    Vol. 75, No. 10, October 2002

    Investment Values Fluctuate

    A program of regular investment cannot assure a profit or protect against a loss in a declining market.

    Many federal tax attributes for the plan will expire on Dec. 31, 2010. Unless extended or modified by future legislation, the earnings portion of a qualified distribution made after this date will be taxable at the beneficiary's tax rate.

    EdVest is a state-sponsored Section 529 college savings program administered by the Wisconsin Office of the State Treasurer.

    The program is managed by Strong Capital Management Inc., a registered investment advisor. Securities are distributed by Strong Investments Inc., an affiliated company. Your state may offer a 529 plan with alternative advantages including potential state tax benefits. Please consult your tax advisor.

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