a crash course in college saving. · information; read and consider it carefully before investing....

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CollegeBound Saver, Rhode Island’s own 529 plan, offers: • Special tax benefits, including a state tax deduction for RI residents. • Flexibility to use at any eligible 2- or 4-year college or technical school. Join us at the upcoming CollegeBound Saver seminar: Ready to Save? Visit ri529savings.com or call 1.877.517.4829. When: Where: 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. For more information about CollegeBound Saver, call 877-517-4829, or visit ri529savings.com to obtain a Program Description, which includes investment objectives, risks, charges, expenses, and other important information; read and consider it carefully before investing. Ascensus Broker Dealer Services, Inc. (“ABD”) is Distributor of CollegeBound Saver. CollegeBound Saver is administered by the Rhode Island Office of the General Treasurer and the Rhode Island State Investment Commission. Ascensus College Savings Recordkeeping Services, LLC (“ACSR”), the Program Manager, and its affiliates, have overall responsibility for the day-to-day operations including recordkeeping and administrative services. Invesco Advisers, Inc. serves as the Investment Manager. ABD, member FINRA/SIPC, markets and distributes CollegeBound Saver. CollegeBound Saver’s Portfolios invest in: (i) exchange-traded funds, (ii) mutual funds and (iii) separate accounts. Investments in CollegeBound Saver are municipal securities that will vary with market conditions. Investments are not guaranteed or insured by the State of Rhode Island, the office of the General Treasurer of Rhode Island, the Rhode Island State Investment Commission. INVESTMENTS ARE NOT FDIC INSURED, MAY LOSE VALUE AND ARE NOT BANK GUARANTEED. A crash course in college saving. State of Rhode Island Office of the General Treasurer Seth Magaziner CSRID_04338G 1117 Castle Hill

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Page 1: A crash course in college saving. · information; read and consider it carefully before investing. Ascensus Broker Dealer Services, Inc. (“ABD”) is Distributor of CollegeBound

CollegeBound Saver, Rhode Island’s own 529 plan, offers: • Special tax benefits, including a state tax deduction for RI residents.• Flexibility to use at any eligible 2- or 4-year college or technical school.

Join us at the upcoming CollegeBound Saver seminar:

Ready to Save? Visit ri529savings.com or call 1.877.517.4829.

When: Where:

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.For more information about CollegeBound Saver, call 877-517-4829, or visit ri529savings.com to obtain a Program Description, which includes investment objectives, risks, charges, expenses, and other important information; read and consider it carefully before investing. Ascensus Broker Dealer Services, Inc. (“ABD”) is Distributor of CollegeBound Saver.CollegeBound Saver is administered by the Rhode Island Office of the General Treasurer and the Rhode Island State Investment Commission. Ascensus College Savings Recordkeeping Services, LLC (“ACSR”), the Program Manager, and its affiliates, have overall responsibility for the day-to-day operations including recordkeeping and administrative services. Invesco Advisers, Inc. serves as the Investment Manager. ABD, member FINRA/SIPC, markets and distributes CollegeBound Saver.

CollegeBound Saver’s Portfolios invest in: (i) exchange-traded funds, (ii) mutual funds and (iii) separate accounts. Investments in CollegeBound Saver are municipal securities that will vary with market conditions. Investments are not guaranteed or insured by the State of Rhode Island, the office of the General Treasurer of Rhode Island, the Rhode Island State Investment Commission. 

INVESTMENTS ARE NOT FDIC INSURED, MAY LOSE VALUE AND ARE NOT BANK GUARANTEED.

A crash course in college saving.

State of Rhode IslandOffice of the General TreasurerSeth Magaziner

CSRID_04338G 1117

Castle Hill

Page 2: A crash course in college saving. · information; read and consider it carefully before investing. Ascensus Broker Dealer Services, Inc. (“ABD”) is Distributor of CollegeBound

Rhode Island’s own 529 plan, offers: • Special tax benefits, including a state tax deduction for RI residents.• Flexibility to use at any eligible 2- or 4-year college or technical school.

Join us at the upcoming CollegeBound Saver seminar:

Ready to Save? Visit ri529savings.com or call 1.877.517.4829.

When: Where:

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.For more information about CollegeBound Saver, call 877-517-4829, or visit ri529savings.com to obtain a Program Description, which includes investment objectives, risks, charges, expenses, and other important information; read and consider it carefully before investing. Ascensus Broker Dealer Services, Inc. (“ABD”) is Distributor of CollegeBound Saver.CollegeBound Saver is administered by the Rhode Island Office of the General Treasurer and the Rhode Island State Investment Commission. Ascensus College Savings Recordkeeping Services, LLC (“ACSR”), the Program Manager, and its affiliates, have overall responsibility for the day-to-day operations including recordkeeping and administrative services. Invesco Advisers, Inc. serves as the Investment Manager. ABD, member FINRA/SIPC, markets and distributes CollegeBound Saver.CollegeBound Saver’s Portfolios invest in: (i) exchange-traded funds, (ii) mutual funds and (iii) separate accounts. Investments in CollegeBound Saver are municipal securities that will vary with market conditions. Investments are not guaranteed or insured by the State of Rhode Island, the office of the General Treasurer of Rhode Island, the Rhode Island State Investment Commission. INVESTMENTS ARE NOT FDIC INSURED, MAY LOSE VALUE AND ARE NOT BANK GUARANTEED.

It’s never too early to invest in a good thing.

State of Rhode IslandOffice of the General TreasurerSeth Magaziner

CSRID_04338H 1117

Start saving now for your child’s future with CollegeBound Saver.

Providence Public Library