529 Plans

by Ksenia Yudina, CFA | July 8th, 2018

No Comments

in

Submit a Comment Cancel reply

Your email address will not be published. Required fields are marked *

Comment

Name *

Email *

Website

Save my name, email, and website in this browser for the next time I comment.

Search the site

Search for:

GET FREE WEEKLY UPDATES

College tuition is expensive. Knowledge is free. Get the latest tips and tricks to ensure you can afford college for your child.

I consent to my submitted data being collected via this form*

Thank you for subscribing!

Something went wrong. Please visit www.u-nest.com.

We respect your privacy and take protecting it seriously.

SOCIAL LINKS

Home
Blog
How it Works
Pricing
About Us
FAQs

Contact Us
Press
Affiliate
Legal
Important Disclosures

This website is operated by UNest Advisers, LLC., an SEC Registered Investment Advisor. Brokerage services are provided to clients of UNest Advisers by UNest Securities, LLC, an SEC registered broker-dealer and member FINRA. Member of SIPC. Securities in your account protected up to $500,000. For details, please see https://www.sipc.org. UNest does not provide investment advice on investments that are guaranteed by a bank or otherwise, or that are FDIC-insured. Investing involves risk and investments may lose value. Please consider your investment risk tolerance, objectives and UNest pricing before investing. Past performance does not guarantee or indicate future results. Investment outcomes and projections are hypothetical in nature. UNest does not provide tax advice. Please consult a tax professional for such information.. To understand Calculation Methodology, refer to the Disclosure about College Savings Calculator. See UNest Brochure for additional information about risks. Please review the program description here.

Important Information

The savings calculation is based on the following assumptions: 1) A contribution of $250 every month to the investment account for 18 years. 2) A hypothetical annual investment return of 8%. 3) Dividends are reinvested and no withdrawals are made from the account. A word about fees: The traditional advisor charges a 1% annual advisory fee and the investment fund has a 1.5% annual fee (source: SmartAsset.com). UNest charges a $2.99 monthly advisory fee and other operational fees as outlined in the UNest Program Agreement. The actual costs of working with a specific financial advisor may be different than this assumption. There is no guarantee of returns and you may lose money, including the principal amount you invested.

529 Plans

Submit a Comment Cancel reply

Search the site

Recent Posts

Recent Comments

Archives

Categories

SOCIAL LINKS