Want advice and guidance choosing your 529?

If you prefer investing with help from a member of our team of Financial Solutions Advisors, or want to invest in a specific state plan, you can invest in 529 plans offered through the Merrill Edge Advisory Center^TM.

NextGen^® Client Select Series is a Section 529 plan established by the State of Maine and administered by the Finance Authority of Maine, and is available to anyone, age 18 or the minimum legal age in his/her jurisdiction, regardless of residency, income, or age of the beneficiary. Merrill Lynch, Pierce, Fenner & Smith Incorporated is the program manager, underwriter and distributor. The NextGen Client Select Series offers the same advantages of the self-directed NextGen Direct plan, but with a broader selection of investment opportunities, including seven fund families and 30 investment portfolios.
Future Scholar Plan is offered by South Carolina, but is available to anyone, regardless of state residency. NOTE: BofA Advisors, LLC an affiliate of Merrill Lynch, Pierce, Fenner & Smith Incorporated receives compensation for the investment advisory service provided to the Future Scholar Plan and may be compensated in connection with the sale of this Section 529 plan.

In-state plans - Merrill Edge offers 529 plans to the in-state residents of:

ColoradoNew York
IllinoisOhio
IndianaOregon
IowaRhode Island
MichiganVirginia
New MexicoWest Virginia

For more details on any of the plans offered through the Merrill Edge Advisory Center, please contact a Merrill Edge Financial Solutions Advisor at 1.888.MER.EDGE (1.888.637.3343). Representatives are available 24 hours a day, 7 days a week.

Any tax statements contained herein were not intended or written to be used, and cannot be used for the purpose of avoiding U.S. federal, state or local tax penalties. Neither Merrill Edge® nor its Financial Solutions Advisors provide tax, accounting or legal advice. Clients should review any planned financial or arrangements that may have tax, accounting or legal implications with their personal, professional advisors.