Attract and retain more clients with 529 Advisor Plans .
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Build your book of business while helping your clients reach their higher education savings goals .
Taking advantage of 529 plans has helped nearly half of financial professionals build their book of business , and helped roughly two-thirds of advisors protect their book of business . 1 With 529 plans , you can position yourself for success by informing your clients about the tax-advantaged OklahomaDream 529 Plan .
• It can be an important part of their integrated financial planning .
• It can help them meet their college savings goals .
• It can also be used for qualified K – 12 education expenses . 2
On May 29th , National 529 Day , we encourage you to think about how a 529 plan could fit your clients ’ financial circumstances while also helping them save for education .
Fidelity provides a range of resources to help you prepare your clients to reach their financial , savings and life goals . Visit i . fidelity . com / 529 today , so you can help prepare your clients for a better tomorrow .
Not FDIC Insured • May Lose Value • No Bank Guarantee Not NCUA or NCUSIF insured . May lose value . No credit union guarantee .
1
“ Strategic Insights 529 Distribution Analysis 2021 .”
2
Up to $ 10,000 per taxable year in 529 account assets per beneficiary may be used for tuition expenses in connection with enrollment at a public , private , or religious elementary or secondary educational institution . Although the assets may come from multiple 529 accounts , the $ 10,000 qualified withdrawal limit will be aggregated on a per beneficiary basis . The IRS has not provided guidance to date on the methodology of allocating the $ 10,000 annual maximum among withdrawals from different 529 accounts .
For investment professional use only . Not authorized for distribution to the public as sales material in any form .
Information provided in this document is for illustrative and educational purposes only . To the extent that any investment information in this material is deemed to be a recommendation , it is not meant to be impartial investment advice or advice in a fiduciary capacity and is not intended to be used as a primary basis for your or your clients ’ investment decisions . Fidelity and its representatives may have a conflict of interest in the products or services mentioned in this material because Fidelity and its representatives may have a financial interest in them , and receive compensation , directly or indirectly , in connection with the management , distribution , or servicing of these products or services , including Fidelity funds , certain third-party funds and products , and certain investment services .
The OklahomaDream 529 Plan is sponsored by the state of Oklahoma and managed by Fidelity Investments . OklahomaDream 529 Plan accounts are not insured by any state , the federal government , or any federal agency . Furthermore , neither the principal nor any investment return is guaranteed by any state , the federal government , or any federal agency .
Units of the portfolios are municipal fund securities and are subject to market fluctuation and volatility .
Before investing , have your clients consider the plan ’ s investment objectives , risks , charges , and expenses . Contact Fidelity or visit i . fidelity . com for a free offering statement . Have your clients read it carefully before investing .
The third-party trademarks and service marks appearing herein are the property of their respective owners . All other trademarks and service marks appearing herein are the property of FMR LLC or its affiliated companies .
Managed by Fidelity Distributors Company LLC , 500 Salem Street , Smithfield , RI 02917 © 2022 FMR LLC . All rights reserved . 1022535.1.0