Investors should consider before investing whether their or their beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program and should consult their tax advisor, attorney and/or other advisor regarding their specific legal, investment or tax situation.
1 Must meet conditional requirements; see Program Disclosure Statement for more information.
2 An eligible school includes accredited post-secondary educational institutions or vocational schools that are eligible to participate in Title IV of the Higher Education Act of 1985 (20 U.S.C. §1088).
The NEST Direct Plan is sponsored by the State of Nebraska and administered by the Nebraska State Treasurer. The NEST Direct Plan offers a series of investment portfolios within the Nebraska Educational Savings Plan Trust, which offers other investment portfolios not affiliated with the NEST Direct Plan. The NEST Direct Plan is intended to operate as a qualified tuition program to be used only to save for qualified higher education expenses, pursuant to Section 529 of the U.S. Internal Revenue Code.
An investor should consider the Plan’s investment objectives, risks, charges and expenses before investing. The Program Disclosure Statement, at www.NEST529Direct.com, which contains more information, should be read carefully before investing.
Investments Are Not FDIC Insured*
No Bank, State or Federal Guarantee
May Lose Value
* Except the Bank Savings Individual Investment Option