No information provided by this tool should be considered advice or a recommendation, endorsement, or warranty of any investment product, service, or program. This tool makes no representation as to the suitability of any particular investment or program for any specific investor. It is made available to you as a self-help tool for your independent use. Neither Invite Education, LLC nor its affiliates assume responsibility for how you use the information provided through this tool.
The information presented by the tool is not intended to and does not address the circumstances of any particular individual or group of individuals. Neither the tool nor the information presented by the tool offers accounting, tax, legal, investment or other financial recommendations. The tool and its information should not be relied upon for legal, tax, accounting, investment, or other financial decisions. Any such decisions should be made only after consultation with an appropriate financial professional or tax advisor for specific advice tailored to a particular situation.
Your use of this tool and the information presented by the tool is provided on an "AS IS" basis without any representation or warranty of any kind, including any representations or endorsement about the suitability of the information or the timeliness, accuracy, or availability of the information and Invite Education, LLC and its third-party suppliers disclaim all warranties and conditions, either express or implied, including, but not limited to, warranties regarding the accuracy or completeness of any information and warranties that the information will be suitable for any particular user. Although Invite Education and potential third-party suppliers of this tool update the information provided from time-to-time, financial information changes rapidly, and applicable laws also change. Therefore, some of the information may be out of date and/or may contain inaccuracies.
Investors should evaluate many factors before deciding on a 529 plan. Investments in 529 plans are subject to investment risks, including the loss of the principal amount invested, and may not be appropriate for all investors. For consideration of your individual circumstances, consult your tax advisor or an appropriate financial professional.
If you are not a taxpayer of the state offering the 529 plan, consider before investing whether your or the designated beneficiary's home state offers any state tax or other benefits, such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program. For more information about any 529 college savings plan, contact the plan provider to obtain a program description, which includes disclosure regarding investment objectives, risks, charges, expenses, and other information, and read and consider the program description carefully before investing.