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Get $ 50 when you open a ScholarShare 529 account between 5/26 and 5/31. * 529 DAY 1132126 100% tax-free growth can mean more money for college. Benefits of a ScholarShare 529 account: • Use at any accredited school • Flexible investment choices • Gold Star Rating by Morningstar** Ladies and gentlemen, start your college savings! Online Webinar Join a ScholarShare 529 specialist for a free, online webinar. Register at ScholarShare529.com/529Day. May 13 or May 27, 2020, 11 a.m. (PT) ScholarShare529.com/529Day 800-544-5248 Offer valid May 26 to May 31, 2020. To take advantage of this great $50 offer: *When you open a new ScholarShare 529 College Savings Plan account with a $50 contribution (and sign up for recurring contributions of $25 or more per month for a minimum of 6 months) between May 26, 2020, at 12:01 a.m. and May 31, 2020, at 8:59 p.m. (PT), ScholarShare 529 will match $50 on or before January 31, 2021. Visit ScholarShare529.com/529Day for official Terms and Conditions. Void where prohibited or restricted by law. Sponsored by ScholarShare 529 College Savings Plan. **In an annual review (10/22/2019) of the largest 529 college savings plans (62 total), Morningstar identified 30 plans that rose above their typical peers, awarding those plans Gold, Silver, and Bronze Morningstar Analyst Ratings for 2019. These forward-looking, qualitative ratings signal Morningstar’s conviction in the plans’ abilities to outperform their relevant benchmark and peer groups on a risk-adjusted basis over the long term. Morningstar evaluates college savings plans based on five key pillars – Process, Performance, People, Parent, and Price. For more information about Morningstar’s overview of ScholarShare 529, go to Morningstar.com. Past performance does not predict future results. Source: Morningstar.com. A Morningstar Analyst Rating for a 529 college savings plan is not a credit or risk rating. Analyst ratings are subjective in nature and should not be used as the sole basis for investment decisions. To learn more about the California 529 College Savings Plan, its investment objectives, tax benefits, risks and costs, please see the Plan Description at ScholarShare529.com. Read it carefully. Investments in the Plan are neither insured nor guaranteed and there is the risk of investment loss. Consult your legal or tax professional for tax advice. If the funds aren’t used for qualified education expenses, a 10% penalty tax on earnings (as well as federal and state income taxes) may apply. Non-qualified withdrawals may also be subject to an additional 2.5% California tax on earnings. Check with your home state to learn if it offers tax or other benefits such as financial aid, scholarship funds or protection from creditors for investing in its own 529 plan. TIAA-CREF Individual & Institutional Services, LLC, Member FINRA, distributor and underwriter for the California 529 College Savings Plan.

Ladies and Get - ScholarShare 529€¦ · relevant benchmark and peer groups on a risk-adjusted basis over the long term. Morningstar evaluates college savings plans based on five

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  • Get $50when you open a ScholarShare 529

    account between 5/26 and 5/31.*

    529 DAY

    1132126

    100% tax-free growth can mean more money for college. Benefits of a ScholarShare 529 account:

    • Use at any accredited school

    • Flexible investment choices

    • Gold Star Rating by Morningstar**

    Ladies and gentlemen, start your college savings!

    Online Webinar

    Join a ScholarShare 529 specialist for a free, online webinar. Register at ScholarShare529.com/529Day.

    May 13 or May 27, 2020, 11 a.m. (PT)

    ScholarShare529.com/529Day 800-544-5248 Offer valid May 26 to May 31, 2020.

    To take advantage of this great $50 offer:

    *When you open a new ScholarShare 529 College Savings Plan account with a $50 contribution (and sign up for recurring contributions of $25 or more per month for a minimum of 6 months) between May 26, 2020, at 12:01 a.m. and May 31, 2020, at 8:59 p.m. (PT), ScholarShare 529 will match $50 on or before January 31, 2021. Visit ScholarShare529.com/529Day for official Terms and Conditions. Void where prohibited or restricted by law. Sponsored by ScholarShare 529 College Savings Plan.

    **In an annual review (10/22/2019) of the largest 529 college savings plans (62 total), Morningstar identified 30 plans that rose above their typical peers, awarding those plans Gold, Silver, and Bronze Morningstar Analyst Ratings for 2019. These forward-looking, qualitative ratings signal Morningstar’s conviction in the plans’ abilities to outperform their relevant benchmark and peer groups on a risk-adjusted basis over the long term. Morningstar evaluates college savings plans based on five key pillars – Process, Performance, People, Parent, and Price. For more information about Morningstar’s overview of ScholarShare 529, go to Morningstar.com. Past performance does not predict future results. Source: Morningstar.com. A Morningstar Analyst Rating for a 529 college savings plan is not a credit or risk rating. Analyst ratings are subjective in nature and should not be used as the sole basis for investment decisions.

    To learn more about the California 529 College Savings Plan, its investment objectives, tax benefits, risks and costs, please see the Plan Description at ScholarShare529.com. Read it carefully. Investments in the Plan are neither insured nor guaranteed and there is the risk of investment loss. Consult your legal or tax professional for tax advice. If the funds aren’t used for qualified education expenses, a 10% penalty tax on earnings (as well as federal and state income taxes) may apply. Non-qualified withdrawals may also be subject to an additional 2.5% California tax on earnings. Check with your home state to learn if it offers tax or other benefits such as financial aid, scholarship funds or protection from creditors for investing in its own 529 plan.

    TIAA-CREF Individual & Institutional Services, LLC, Member FINRA, distributor and underwriter for the California 529 College Savings Plan.