Start 2020 Right with The Education Plan®

For Immediate Release
Contact: Joanie Griffin
505.261.4444
jgriffin@sunny505.com

The Education Plan can be used to fund a loved one’s future education. With the cost of higher education continuing to grow, The Education Plan offers a flexible option to plan for tomorrow. Whatever your child’s dreams maybe, The Education Plan will help pay for a traditional four-year university degree, community college, or trade school.

Kick off 2020 with a resolution to fund an aspiring student's account in a 529 education savings plan. It means a brighter future for the young person in your life.

The Education Plan can be used to fund a loved one’s future education. With the cost of higher education continuing to grow, The Education Plan offers a flexible option to plan for tomorrow. Whatever your child’s dreams maybe, The Education Plan will help pay for a traditional four-year university degree, community college, or trade-school.

The Education Plan also provides tax advantages for families. No matter where you live, the funds in The Education Plan grow tax-free. Growing contributions over time will help guarantee your student can cover escalating costs regardless of their age, career path, or financial situation. Future withdrawals are tax-free to cover education expenses, including tuition, housing, meal plans, books, supplies, computers, and fees.

"Every child deserves the freedom to dream, and a caring adult making relatively small contributions now will help turn that dream into a reality," said Ted Miller, Executive Director of the Education Trust Board of New Mexico, the organization that sponsors The Education Plan.

Parents, family and friends can open an account in The Education Plan for as little as $1.

Saving for education is a powerful motivational tool for any student. Studies show if a family has as little as $500 saved for college, a child is three times as likely to go to college and four times as likely to graduate.

Get the New Year started right. Visit www.theducationplan.com or call 1 (877) 337-5268

 

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The Education Plan® and The Education Plan® Logo are registered trademarks of The Education Trust Board of New Mexico used under license.

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For more information about The Education Plan, call 1.877.337.5268 or view the Plan Description and Participation Agreement, which includes investment objectives, risks, charges, expenses, and other important information; read and consider it carefully before investing.

Please Note: Before you invest, consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in that state’s qualified tuition program. You also should consult a financial, tax, or other advisor to learn more about how state-based benefits (or any limitations) would apply to your specific circumstances. You also may wish to contact directly your home state’s 529 plan(s), or any other 529 plan, to learn more about those plan’s features, benefits and limitations. Keep in mind that state-based benefits should be one of many appropriately weighted factors to be considered when making an investment decision.

The Education Plan is administered by The Education Trust Board of New Mexico. Ascensus College Savings Recordkeeping Services, LLC, the Program Manager, and its affiliates, have overall responsibility for the day-today operations, including investment advisory, recordkeeping and administrative services. The Education Plan’s portfolios invest in: (i) mutual funds; (ii) exchange traded funds; and/or (iii) a funding agreement issued by New York Life. Investments in The Education Plan are not insured by the FDIC. Units of the portfolios are municipal securities and the value of units will vary with market conditions.

Investment returns will vary depending upon the performance of the portfolios you choose. You could lose all or a portion of your money by investing in The Education Plan depending on market conditions. Account owners assume all investment risks as well as responsibility for any federal and state tax consequences.

Ugift is a registered service mark of Ascensus Broker Dealer Services, LLC.

The Education Plan® and The Education Plan® Logo are registered trademarks of The Education Trust Board of New Mexico used under license.

All other marks are the exclusive property of their respective owners.

Not FDIC-Insured. No Bank, State or Federal Guarantee. May Lose Value.