Help Your Clients Reach Their Savings Goal
Why choose Ohio's 529 plan for your clients?
Whether you enroll your clients in the BlackRock CollegeAdvantage Advisor 529 Savings Plan (Advisor Plan) or you encourage your clients to enroll themselves and manage their own CollegeAdvantage Direct 529 Savings Plan (Direct Plan), your client gets the same great benefits. Information about the BlackRock CollegeAdvantage Advisor 529 Plan is available from BlackRock. To learn more about the CollegeAdvantage Direct Plan, please explore this website.
If you would like to have a supply of brochures on hand to give to your clients about the CollegeAdvantage Direct Plan (for clients to enroll and manage themselves), please submit your request to CustomerService@CollegeAdvantage.com. Just tell us how many brochures to send and where to mail them.
Account owners and non-account-owner contributors should consult a tax advisor for guidance about the tax implications of owning, making changes to, or contributing to a 529 plan.