What is the NextGen 529?

NextGen 529™ is a plan that can help your clients prepare for the education and future of themselves and their loved ones

Why NextGen

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Opening doors, unlocking potential

Beyond just earning power, education gives young people learning power – the power to tackle new challenges. Offer your clients the chance to help their children reach their dreams and plan now for the educational savings to help them get there.

Experience

Conveniently make automated bank transfers or payroll deductions into a child’s NextGen 529 account.

Flexibility

Your clients can enjoy the benefit of a high contribution limit of $500,000 per beneficiary.

Investment choice

Choose from a wide array of professionally managed investment options.
Select Series Direct Series Connect Series Why 529s? College planning tools
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Help your clients invest

Offer your clients a plan that gives them a tax-advantaged way to invest, while reducing their taxable estate.
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End-to-end investment management

Customize plans across professionally managed portfolios. See options for lower risk tolerance, or a short time horizon, before paying educational expenses.
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How to get started

To learn more about the NextGen Select Series call 1-833-336-4529 or contact your BlackRock representative.
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Clients can invest with financial independence

Investors have the flexibility to independently manage their own investments and meet their goals with this tax-advantaged 529 plan.
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More investment options

This plan gives clients the ability to customize their investments. This Investment Guide can help you better understand the types of portfolios available.
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How to get started

To learn more about the NextGen Direct Series call 1-877-463-9843.
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Clients can invest with financial independence

Investors have the choice to pick their own target-date portfolio to help best meet their long-term goals.
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Simplified investment options

This plan is designed for those who prefer a simplified approach to investing by choosing from fewer options. Check out the Investment Guide to learn more.
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How to get started

To learn more about the NextGen Connect Series call 1-877-463-9843.
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What is a 529 investment plan for?

• Saving for a student’s college education
• Paying graduate school expenses
• Pursuing an interest through CE courses

What college expenses does it cover?

• Tuition and Fees
• Room and board
• Books, supplies and required equipment (e.g., computers)

What are the key benefits?

• Grow and withdraw assets free of federal taxes
• Additional benefits for Main residents
• Flexibility to transfer to another eligible relative
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College savings estimator tool to determine how much is needed to pay for college

College savings estimator

Determine approximately how much your client needs to save to pay for college.
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529 College Savings Comparison tool to determine which plan is the best option

529 Comparison tool

Look at different plans to see which is the best option for your clients.
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