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PAGE 1 OF 11 College: Getting There from Here MKD-3943L-A-NS EXP 31 AUG 2021 © 2020 EDWARD D. JONES & CO., L.P. ALL RIGHTS RESERVED.
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College: Getting There from Here
MKD-3943L-A-NS EXP 31 AUG 2021 © 2020 EDWARD D. JONES & CO., L.P. ALL RIGHTS RESERVED.
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College: Getting There from Here
MKD-3943L-A-NS EXP 31 AUG 2021 © 2020 EDWARD D. JONES & CO., L.P. ALL RIGHTS RESERVED.
*Costs for the 2019-2020 school year
Source: The College Board, 2019 and Edward Jones estimates. Amounts represent one year of education expenses, including room and board, for public and private universities. Community college estimates do not include room and board. Figures assume 5% annual inflation rate and are rounded to the nearest $100.
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College: Getting There from Here
MKD-3943L-A-NS EXP 31 AUG 2021 © 2020 EDWARD D. JONES & CO., L.P. ALL RIGHTS RESERVED.
1 Savings compounded monthly at 7%. Computations rounded to the nearest $1,000.
2 Hypothetical interest rates based on current available rates.
3 Interest compounded annually.
Examples are for illustrative purposes only and do not reflect the perfor-mance of any specific investment. There are no guarantees that you will be able to achieve a consistent rate of return.
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College: Getting There from Here
MKD-3943L-A-NS EXP 31 AUG 2021 © 2020 EDWARD D. JONES & CO., L.P. ALL RIGHTS RESERVED.
Source: The College Board, 2018 Percentages may not sum to 100 because of rounding.
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College: Getting There from Here
MKD-3943L-A-NS EXP 31 AUG 2021 © 2020 EDWARD D. JONES & CO., L.P. ALL RIGHTS RESERVED.
Source: www.collegesavings.org (based on an example)
This chart is a hypothetical example and should not be considered an indication of performance of a 529 plan. These estimates assume that contributions of $50, $100 and $200 per month are made at the beginning of the month, with a 7% annual return. These estimates also assume that the money is invested in a tax-free investment vehicle, such as a 529 plan. The data do not reflect any investments currently available through Edward Jones. Hypothetical returns do not include commissions or fees, which would reduce the results. Systematic investing does not guarantee a profit or protect against loss. You should consider your ability to continue investing through periods of low price levels.
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College: Getting There from Here
MKD-3943L-A-NS EXP 31 AUG 2021 © 2020 EDWARD D. JONES & CO., L.P. ALL RIGHTS RESERVED.
Special gifting provisions allow a contribution of $75,000 per contributor, per beneficiary, in a single year. The contribution will represent a $15,000 gift for the current year and each of the next four years. In the event of the contributor’s death within that five-year period, the portion of the original gift allocated to years following death will be considered part of the estate for estate tax purposes.
Investments in a 529 plan will fluctuate in value with changes in market conditions and when sold may be worth more or less than the original investment.
Withdrawals used for expenses other than qualified education expenses may be subject to federal and state taxes, plus a 10% penalty on the earnings.
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College: Getting There from Here
MKD-3943L-A-NS EXP 31 AUG 2021 © 2020 EDWARD D. JONES & CO., L.P. ALL RIGHTS RESERVED.
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College: Getting There from Here
MKD-3943L-A-NS EXP 31 AUG 2021 © 2020 EDWARD D. JONES & CO., L.P. ALL RIGHTS RESERVED.
PAGE 9 OF 11
College: Getting There from Here
MKD-3943L-A-NS EXP 31 AUG 2021 © 2020 EDWARD D. JONES & CO., L.P. ALL RIGHTS RESERVED.
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College: Getting There from Here
MKD-3943L-A-NS EXP 31 AUG 2021 © 2020 EDWARD D. JONES & CO., L.P. ALL RIGHTS RESERVED.
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College: Getting There from Here
MKD-3943L-A-NS EXP 31 AUG 2021 © 2020 EDWARD D. JONES & CO., L.P. ALL RIGHTS RESERVED.
