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[PDF File]NextGen 529 Client Direct Series Investment Guide
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NextGen 529™ is a Section 529 plan that offers you a tax-advantaged way to invest for a child’s education ... BlackRock 100% Equity Portfolio . BlackRock Fixed Income Portfolio . 51.25 38.75 10 . Domestic Equity…

[PDF File]CollegeCounts Advisor-Guided 529 Fund Change of …
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Change of Investment Option Form Return this Form to: CollegeCounts 529 Fund. P.O. Box 85290 Lincoln, NE 68501. ... Protection Bond 529 Portfolio % BlackRock Inflation Protected Bond 529 Portfolio ... % American Century Equity Growth 529 Portfolio % T. Rowe Price Large-Cap Growth 529 Portfolio.

[PDF File]EQUITYDIVIDEND529OPTION - BlackRock
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Because the 529 Option has higher expense ratios than the underlying funds, it will have lower performance than the underlying funds. However, the underlying funds do not offer the same tax advantages as the 529 Option. Performance differences also are caused by differences in the trade dates of Portfolio purchases. When you invest money in a 529

[PDF File]COLLEGE2027OPTION - BlackRock
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Because the 529 Option has higher expense ratios than the underlying funds, it will have lower performance than the underlying funds. However, the underlying funds do not offer the same tax advantages as the 529 Option. Performance differences also are caused by differences in the trade dates of Portfolio purchases. When you invest money in a 529

[PDF File]For Merrill Internal Use Only Client Select Series To ...
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BlackRock 100% Equity Portfolio BlackRock 75% Equity Portfolio : BlackRock Fixed Income Portfolio ... please select a specific Portfolio within the Age-Based Portfolio option(s). See the NextGen 529 Client Select Series Program Description and Participation Agreement and any Supplements thereto. Portfolio…

[PDF File]1. Current Account Information
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Complete and submit all pages of this form if you are requesting a withdrawal from a NextGen 529 Account. If you would like funds to be distributed to more than one distributee, please complete a Withdrawal Request Form for each distributee. ... BlackRock 100% Equity Portfolio . BlackRock Balanced Portfolio BlackRock Equity Index Portfolio ...

Blackrock 100 equity portfolio 529