... CHET Advisor. Please keep in mind that if you invest in the Active Fixed-Income Option, you will own interests in the Active Fixed-Income Option; you will not own shares in any of the following mutual funds. Read it carefully. The Plan Web site contains links to other Web sites. For this reason, we may request additional information from you during log in. CHET Advisor Investment Option selection • Before choosing your Investment Option(s), see the Disclosure Booklet (also available at www.chetadvisor.com)for complete information about the … Investment Option selection (Check only one.) You should be aware that participants do not own shares of the underlying funds directly. 1 Withdrawals used to pay for a beneficiary’s qualified higher education expenses are exempt from federal and Nebraska state income tax. Whether you put the money in a high-yield savings, a … Similar to other TIAA-managed 529 savings programs, the Connecticut Higher Education Trust (CHET) features three age-based options along with eight static investment options. tooltipWhat are the federal estate and gift tax benefits? It has 14 investment options. Core Equity Portfolio (DFWIX), T. Rowe Price Institutional Large-Cap Growth Fund (TRLGX), T. Rowe Price Institutional Large-Cap Value Fund (TILCX), State Street Institutional Small-Cap Equity Fund (SIVIX), DFA Emerging Markets Core Equity Portfolio (DFCEX), TIAA-CREF Inflation-Linked Bond Fund (TIILX), BlackRock Strategic Income Opportunities Fund (BSIKX). Set up online access for an existing account, Monday - Friday Limitations apply. The allocations to the underlying mutual funds in the multi-fund investment options do not change automatically as the beneficiary ages as they do in the age-based Investments. With the MultiFund investments, you can select from a range of investment types suitable for a variety of risk profiles … This investment seeks to preserve capital and provide a stable return. The .gov means it’s official. The Program Description explains the investment options, rules on contributions and withdrawals, tax benefits, fees, and risks. All social media platforms are managed by the Office of the Connecticut State Treasurer. Participants can invest in any one or a combination of the five. Do not enter personal information if requested by email or pop-up. With so many available The program offers a choice of flexible investment options… Please call toll-free 1-888-799-2438 or click here for a Disclosure Booklet containing this and other information. 2. Neither the Plan nor TFI and its affiliates are responsible for the content of those other Web sites. The risk level automatically shifts from aggressive to conservative as the beneficiary ages. Some investors want added control over their Investment’s diversification and investment strategy. TIAA-CREF Tuition Financing, Inc. (TFI), program manager. on investment options selected. EU4 Cheats is a searchable list of all EU4 Console Commands for the lastest version on Steam (PC and Mac). The disclosure document describes the essential terms of a 529 savings plan or an ABLE program, including investment options, fees and expenses, and any state tax … Investors should carefully consider the investment objectives, risks, charges and expenses of CHET Advisor and its Underlying Funds before investing. intended to include information relevant to the CHET Direct Plan, which is described in a separate report, and offers investment options different from those offered under the CHET Advisor Plan. Chet … In 2010, the Treasurer established an agreement … For your security your account has been locked. For those investment options invested in an Underlying Fund, their performance is entirely reliant on the performance of that Underlying Fund and may be more volatile than the age-based investment options or the multi-fund investment options. Age-Based Investment Options You don’t need to be a savvy investor to participate in the Connecticut Higher Education Trust (CHET). Investments in the plan are neither insured nor guaranteed and there is the risk of investment loss. Access FAQs, explore investment options, use college savings tools, and more! The Connecticut Higher Education Trust (CHET) 529 College Savings plan allows you to start investing in your child’s educational future with as little as a $25 deposit. The following table, from the Disclosure Booklet, lists the investments in which the Active Global Equity Option invests and the percentage of the investment portfolio’s assets allocated to each of its investments. 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