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    Wisconsin Lawyer
    October 01, 2002

    Investment Values Fluctuate

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

    Sarah Henriksen

    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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