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Quote :Do I need to live in the same state that I have my plan in?
No. You may, for example, live in Michigan and have a Plan in Connecticut. If you move out-of-state, you have the option to keep your plan in the state you moved from.
However, keep in mind each state's plan includes tax advantages only available to residents of that state. By not participating in the plan for the state where you're a resident, you will not be eligible for those tax incentives. You can always rollover your current 529 plan into another state's 529 account.
Quote :MICHIGAN EDUCATION SAVINGS PROGRAM MATCH PROMOTION
Terms and Conditions
Offer Description: The Michigan Education Savings Program (MESP) is a 529 college savings plan offered by the
State of Michigan and managed by TIAA-CREF Tuition Financing, Inc. ("TFI") (hereinafter collectively, the
To receive a $50 matching deposit ("the Matching Deposit"), eligible individuals must:
1. Open a new MESP account (for a new Beneficiary) online at www.MIsaves.com/offer during the promotion
period between 12:01 AM Eastern Time (ET) on September 1, 2019 and up to 11:59 PM ET on September 30,
2019* with an initial deposit of at least $500, as one lump sum, to be contributed and invested at the time the
new MESP account is opened. The initial $500 deposit must be received within 10 business days after the
account is established.
-ORContribute to an existing MESP account by adding $500 or more, as one lump sum, during the promotion
2. Sign up for this special offer online at www.MIsaves.com/offer and provide the required information, including
account/contact information. The account/contact information must exactly match the information used to open
the new account (name, email address, zip code).
The Matching Deposit will be made to the eligible MESP account on or before January 15, 2020. Limit: one Matching
Deposit per account for a new unique Account Owner/Beneficiary combination. Void where prohibited or restricted by
Eligibility: Offer open to legal residents of the 50 states of the United States who are at least 18 years of age or older
and have a social security number or federal taxpayer identification number. The following are excluded: (a) members,
officers, and employees of the State of Michigan who are directly involved in the management of MESP, TFI and its
parent, subsidiaries, affiliates, owners, members, directors, managers, officers, employees, trustees, agents; and their
respective immediate family members (spouse, domestic partner, parents, legal guardians, grandparents,
grandchildren, siblings, children and "step" of each) and those individuals living in their same household; and (b) FINRA
affiliated customers. All taxes and other costs associated with this promotion are solely the responsibility of the recipient
and/or beneficiary. Beneficiary for the new MESP account cannot be a beneficiary of an existing MESP account for that
Miscellaneous: The Sponsor is not responsible for errors, omissions, interruptions, deletions, defects, or delays
in operation or transmission of information, in each case whether arising by way of technical or other failures or
malfunctions or computer hardware or software, communications devices, data corruption, theft, unauthorized
access to or alteration of offer materials, or otherwise. Sponsor reserves the right (a) to modify, suspend, or
terminate this offer at any time for any reason, including any technical failure, unauthorized human intervention, or
other causes beyond Sponsor's reasonable control that corrupt or adversely affect the security, administration, or
proper conduct of this offer; and (b) to disqualify any individual who tampers with the offer process.
*NOTE: This promotion is offered on a first come first served basis for a limited time. Sponsor has the right to
withdraw and otherwise terminate the offer at any time during the promotion period.
To learn more about MESP, its investment objectives, tax benefits, risks, and costs please see the
Disclosure Booklet at aboutchet.com. Read it carefully. Investments in the Plan are neither insured nor
guaranteed and there is the risk of investment loss. Check with your home state to learn if it offers tax or
other benefits for investing in its own 529 plan.
No public funding is used for MESP marketing, promotions or contest awards. Funding for marketing is provided by
the program manager, TIAA-CREF Tuition Financing, Inc.
TIAA-CREF Individual & Institutional Services, LLC, Member FINRA and SIPC, distributor and underwriter for the
Michigan Education Savings Program (MESP).
VOID WHERE PROHIBITED
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