Blackrock collegeadvantage advisor
[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. This Withdrawal may have tax consequences depending on how the distribution is used. You should consult your tax advisor prior to making a Withdrawal.
[PDF File]How to Enroll in the BlackRock CollegeAdvantage 529 ...
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BlackRock CollegeAdvantage® 529 Account Application Page 1 of 8. New Account Application . How to Enroll in the BlackRock CollegeAdvantage 529 Savings Plan. Before you begin completing the application, you should consult your Financial Professional regarding your investment
[PDF File]Advisor-sold 529 Plans including Performance Rank Plan Score
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Dec 31, 2019 · 1 New Hampshire: Fidelity Advisor 529 Plan 56.00 2 Indiana: CollegeChoice Advisor 529 Savings Plan 56.00 3 Nebraska: Nebraska Education Savings Trust -- Advisor College Savings Plan 58.13 ... 12 Ohio: BlackRock CollegeAdvantage Advisor 529 Savings Plan 72.76 13 Maine: NextGen 529 -- Client Select Series 73.00
[PDF File]Ohio Tuition Trust Authority (OTTA)
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2.) CollegeAdvantage Advisor 529 Savings Plan – offered through BlackRock In 2009, OTTA launched a new advisor plan in partnership with BlackRock, replacing Putnam as the previous advisor provider. BlackRock is the world’s largest money manager and an industry-leading investment firm.
[PDF File]BlackRock CollegeAdvantage 529 Plan
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4 BlackRock CollegeAdvantage 529 Plan USRMH1019U-975576-2/6. Class A units Annual asset-based fees Additional investor expenses Investment options* Estimated underlying fund exp. ratio** Annual sales fee OTTA fee Program mgmt fee Total annual asset-based fee Annual account maintenance fee Maximum initial sales charge Maximum
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/Enrollment Year investment ...
[PDF File]Comprehensive Advertising, Marketing Services for Ohio’s ...
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The BlackRock CollegeAdvantage Advisor Pl an serves almost 312,000 account owners and holds almost $5 billion in assets as of December 31, 2018. BlackRock offers Advisor Plan participants a choice of 21 different age-based, target-risk, or single strategy investment options from BlackRock, iShares, Voya and Wells Fargo fund managers.
[PDF File]CollegeAdvantage Guaranteed 529 Savings Plan
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through OTTA, and 2.) the CollegeAdvantage Advisor 529 Savings Plan (“CollegeAdvantage Advisor Plan”), which is offered through BlackRock. This Plan Description describes only the Accounts (see DEFINED TERMS) existing in the CollegeAdvantage Guaranteed Plan before it was closed to new investments on December 31, 2003,
[PDF File]www.uc.edu
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For over 25 years, CollegeAdvantage has been helping families make college doable. We offer a choice of two different plans: the CollegeAdvantage Direct 529 Plan and the BlackRock CollegeAdvantage Advisor 529 Plan. CollegeAdvantage Direct Plan The CollegeAdvantage Direct Plan is simple for anyone to use. We make it easy to choose
College Advantage com
savings plans: the CollegeAdvantage Direct 529 Plan and the BlackRock CollegeAdvantage Advisor 529 Plan. BlackRock CollegeAdvantage Advisor 529 Plan The BlackRock CollegeAdvantage Advisor 529 Plan must be opened through a professional financial advisor. If you already work with an advisor, ask them about this plan or visit
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