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| Path2College 529 Plan |
| Program Manager(s): |
TIAA-CREF Tuition Financing, Inc. |
| Investment Manager(s): |
TIAA-CREF Tuition Financing, Inc.
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| Distribution Manager: |
TIAA-CREF Individual & Institutional Services, LLC
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| Program Type: |
Tuition Savings |
| Operational: |
April 4, 2002 |
| Residency Required: |
No
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State Tax or Other Benefits: |
YES 
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| Creditor Protection: |
Not Explicit
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| Beneficiary Age Restrictions: |
None
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| Transferable to Other Family Members: |
Initial - anyone.
Change - family of original beneficiary |
| Contributions
Min Monthly Draft
Min Monthly Payroll
Min Opening Amount
Max Funding Amount |
$25
$15
$25
$235,000
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| Fees
Enrollment
Maintenance
Fund Expense
Asset Management
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None
None
Included in Asset Management Fees
0.00%-0.76%
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| PDF of Plan Facts |
Available
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Investment Options
| Management Style |
Non Managed
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Gu |
AB |
Bl |
Eq |
FI |
IF |
| Available |
Y |
Y |
Y |
Y |
Y |
Y |
| # Options |
1 |
2 |
1 |
1 |
1 |
2 |
| # Funds |
1 |
9 |
9 |
1 |
1 |
2 |
Gu=Guaranteed, AB=Age Based, Bl=Balanced, Eq=100% Equity, FI=100% Fixed Income, IF=Individual Fund
Advice Available
No
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| Pros and Cons:
Pros: Contributions are tax deductible for many Georgia residents. Total fees are less than 1%. Plan offers guaranteed, 2 age-based tracks, 100% equity, and balanced investment options.
Cons: Account must be open at least 12 months in order to avoid state tax on earnings portion of withdrawal.
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| Manager's Comments:
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| Free Aplication/Brochure Available: |
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The information presented here was collected from sources that are believed to be reliable, and is maintained for the convenience of the reader. While every effort is made to ensure that this information is accurate and up-to-date, the College Savings Plans Network, the National Association of State Treasurers, Specialized Investments Group, Inc., 529 Solutions, and Drs Sawyers and Krawczyk do not certify the authenticity of information that originates from third parties. None of these shall under any circumstances be liable for any actions taken in reliance on the information provided herein, from whatever source. Some of the information in this table is sourced from and presented with permission of College Savings Plans Network and the National Association of State Treasurers. If any of the information presented here is believed to be inaccurate or incomplete, please advise us by an email to research@529solutions.com.
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