What is the BlackRock CollegeAdvantage 529?
BlackRock CollegeAdvantage 529 plan is comprised of mutual funds and ETFs from BlackRock, iShares and other leading asset managers. It also has tax advantages for multiple states, with added benefits for Ohio residents.
Your child will be in college before you know it. So let’s start saving.
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Investment options
The BlackRock CollegeAdvantage 529 Plan offers three distinct investment approaches, allowing you to choose the options that best fit your college planning needs.
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Pricing and performance
Get to know the ins and outs of how your 529 plan is performing so you can keep your college savings on track.
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Quarterly performance report
Fees and expenses
1 Withdrawals from a 529 plan are tax-free when used for qualified higher education expenses, which include tuition, mandatory fees, books, supplies, and for certain computer technology and equipment, room, board and off-campus housing expenses (as long as the cost does not exceed the cost of on-campus housing). Non-qualified withdrawals are subject to a 10% federal penalty as well as federal, state and local income tax.
2 Expenses for room and board and computer equipment and technology are subject to certain eligibility requirements.
The BlackRock CollegeAdvantage 529 Plan is designed to be a Qualified Tuition Program under Section 529 of the Internal Revenue Code. The Plan is sponsored by the state of Ohio. If you are not an Ohio taxpayer, consider before investing whether your or the designated beneficiary’s home state offers any state tax or other benefits that are only available for investments in such state’s qualified tuition program.
An investor should consider the investment objectives, risks, charges and expenses associated with municipal fund-based securities before investing. More information about municipal fund securities is available in the issuer's Program Description. You may obtain a Program Description by clicking here or calling 866-529-8582. The Program Description should be read carefully before investing.
Any investment in a BlackRock CollegeAdvantage mutual fund-based investment option is not insured or guaranteed by the FDIC or any other governmental agency or other party, including the custodian/state of Ohio, the Tuition Trust, BlackRock or any of the mutual fund firms under contract with OTTA. An investment in a BlackRock CollegeAdvantage mutual fund-based investment option is not a direct investment in a mutual fund itself. Participants assume all investment risk of an investment in the BlackRock CollegeAdvantage Plan, including the potential loss of principal and liability for penalties such as those levied for non-educational withdrawals. Regular investing does not ensure a profit or protect against a loss in a declining market. The amount actually available for withdrawal will depend on the investment performance of the investment options chosen.
Not FDIC Insured | May Lose Value | No Bank Guarantee
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