JPMorgan Asset Management and its representatives are not affiliated with Ameriprise Financial.
Sponsored by: JP Morgan Asset Management, LoCorr Funds
LoCorr Funds and its representatives are not affiliated with Ameriprise Financial.
Clients should carefully consider the investment objectives, risks, charges, and expenses associated with a 529 Plan before investing. More information regarding a particular 529 Plan is available in the issuer’s official statement, which may be obtained from an Ameriprise financial advisor. Investors should read the 529 Plan’s official statement carefully before investing.
Clients contributing to a 529 Plan offered by a state in which they are not a resident should consider, before investing, whether their, or their designated beneficiary(s), home state offers any state tax or other benefits only available for investments in such state's qualified tuition program.
The earnings portion of money withdrawn from a 529 plan that is not spent on eligible college expenses will be subject to income tax, an additional 10%federal tax penalty, and the possibility of a recapture of any state tax deductions or credits taken.
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