This material has been produced by OneShare Investments, LLC for its clients. This material is for informational purposes only and should not be construed as an offer or solicitation to sell or buy any securities. The information and opinions that are contained by this website have been compiled or arrived at by OneShare Investments from sources that are believed to be reliable and in good faith. Although the information contained herein has been obtained from sources OneShare Investments believes to be reliable, its accuracy and completeness is not expressively or implicitily guaranteed by this representation. For all opinions contained by these web pages constitute judgment at the publish date of the OneShare Investments website and are subject to change without notice. This material is published for the assistance of recipients, but is not to be relied upon as authoritative and is not to be substituted for the exercise of one's own judgement. Additional information about OneShare Investments is available upon request. OneShare Investments accepts no liability whatsoever for any direct of consequential losses arising from any use of this website.
1 State tax laws and treatment may vary. Earnings on non-qualified distributions will be subject to income tax and a 10% federal penalty tax.
2 529 plans are not FDIC insured, and are not state guaranteed. You could lose money by investing in these plans.
Please consult with your financial, tax or other adviser about how these state benefits, if any, may apply to your specific circumstances. You may also contact your state 529 plan or any other 529 college savings plan to learn more about their features. Please contact your financial consultant or call 1-800-770-8057 to obtain a Plan Disclosure Document or prospectus for any of the underlying funds. The Plan Disclosure Document contains complete details on investment objectives, risks, fees, commissions, charges and expenses, as well as more information about municipal fund securities and the underlying investment companies that should be considered before investing. Please read the Plan Disclosure Document carefully prior to investing.