The Retirement Learning Center, a third-party industry consultant, is not affiliated with Columbia Management or any other Bank of America affiliate.
Any information provided is for informational purposes only. Columbia Management does not provide tax or legal advice. Please consult a tax advisor or tax attorney for specific tax or legal advice.
Your clients should consider the investment objectives, risks, charges and expenses associated with 529 plan investments before investing. Contact Columbia Management for an official statement, which contains this and other important information. The official statement should be read carefully before investing. Your clients should consider, before investing, whether the investor’s or designated beneficiary’s home state offers any state tax or other benefits that are only available for investments in such state’s qualified tuition program. Columbia Management Distributors, Inc., member FINRA and SIPC, is the distributor and underwriter for 529 plans available through Columbia Management.
Columbia Management Group, LLC (“Columbia Management”) is the investment management division of Bank of America Corporation. Columbia Management entities furnish investment management services and products for institutional and individual investors. Columbia Management Distributors, Inc., is part of Columbia Management and an affiliate of Bank of America Corporation. |