EdVest, Wisconsin's 529 college savings plan, has new features that make it even more attractive to potential investors.
Vol. 75, No. 10, October
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.