Blackrock 529 funds

    • [PDF File]COLLEGE2032OPTION

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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]BlackRock CollegeAdvantage 529 Plan Sponsor: Ohio Tuition ...

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      The BlackRock CollegeAdvantage 529 Plan Highlights Description/Feature Explanation The BlackRock CollegeAdvantage 529 Plan The BlackRock CollegeAdvantage 529 Plan A 529 advisor-sold college savings plan designed to help individuals and families save for college expenses through a tax-favored investment sponsored by the State of Ohio.


    • [PDF File]NextGen 529 Client Direct Series Investment Guide

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      NextGen 529™: Client Direct Series Investment Guide NextGen 529™ is a Section 529 plan that offers you a tax-advantaged way to invest for a child’s education expenses.1 The NextGen 529™ Client Select Series gives you the ability to customize your investments among a broad array of portfolio options offered by several investment managers.


    • [PDF File]BlackRock Investment Management, LLC

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      BlackRock, Inc. (together with its subsidiaries, “BlackRock”). If you have any questions about the contents of this Brochure, please contact BlackRock Investment Management, LLC at …


    • [PDF File]Withdrawal Request Form BlackRock CollegeAdvantage 529 Plan

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      BlackRock CollegeAdvantage 529 Plan Use this form to request a Withdrawal from your BlackRock CollegeAdvantage account. Your Withdrawal may have tax consequences depending on how the distribution is used. You should consult your tax advisor prior to making a Withdrawal. Review our “Tips for Withdrawals” for more helpful information.


    • CollegeAdvantage Direct 529 Savings Plan Beneficiary ...

      CSOHD_01541B 0816 — Page 1 of 7 1 DO NOT STAPLE CollegeAdvantage Direct 529 Savings Plan Beneficiary Change Form • Complete this form if you are transferring to a new Beneficiary all or part of the balance in the Account of your existing Beneficiary.


    • [PDF File]BLACKROCK FUNDS III

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      Make an investment through the BlackRock CollegeAdvantage 529 Program in one or more BlackRock Funds. The initial investment must meet the minimum initial purchase requirement. The 13-month Letter of Intent period commences on the day that the Letter of Intent is received by the Fund.


    • Blackrock Collegeadvantage Advisor 529 Savings Plan (ohio ...

      The Ohio BlackRock CollegeAdvantage 529 Plan is an advisor-sold 529 savings program offering seven target date investment options, three target-risk options, and 17 single-fund options featuring BlackRock mutual funds, iShares exchange-traded funds, and other fund families. 5-Cap Rating Investment Options Age-based investment options:


    • [PDF File]iShares 529 Plan® 2018 portfolio options

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      BlackRock Fund Advisors serves as Investment Manager of the iShares 529 Plan except for the Savings Portfolio, which is managed by Sallie Mae Bank. The iShares 529 Plan’s Portfolios invest in either (i) exchange traded funds; or (ii) a Federal Deposit Insurance


    • [PDF File]Withdrawal Request Form BlackRock CollegeAdvantage 529 Plan

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      of funds for tax purposes. c Funds will NOT be used for higher education expenses. c Rollover withdrawal to another 529 Qualified Tuition Program. c Funds will be used to reimburse the owner for paid higher education expenses. Additional documentation required for the following types of withdrawals (these are considered non-qualified withdrawals):


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