These calculators are for hypothetical use only and depend on the information you provide.
Neither BlackRock Investments, LLC ("BRIL"), nor Ascensus Broker Dealer Services, LLC ("ABD"), or their affiliates provide investment advice.
The College Savings Estimator, Cost of Delaying Savings Calculator and 529 Comparison Calculator ("calculators") are provided on an "as-is" basis. BRIL and ABD expressly disclaim all warranties, expressed or implied, statutory or otherwise with respect to the calculators (and any results obtained from their use) including, without limitation, all warranties or merchantability, fitness for a particular purpose or use, accuracy, completeness, originality and/or non-infringement. In no event shall BRIL or ABD have any liability for any claims, damages, obligations, liabilities or losses relating to the calculators including, without limitation, any liability for any direct, indirect, special, incidental, punitive and/or consequential damages (including loss of profits or principal).
The iShares 529 Plan is offered to residents of all states. However, you should note that (i) depending on the laws of the state where you or your beneficiary live or pay state income taxes, favorable state tax treatment or other benefits offered by the applicable state for investing in qualified tuition programs may be available only for investments in such state’s qualified tuition program, (ii) any state-based benefit offered with respect to a particular qualified tuition program should be one of many appropriately weighted factors to consider in making an investment decision and (iii) you should consult with your financial, tax or other advisers to learn more about how state tax and state-based benefits (such as financial aid, scholarship funds and protection from creditors that are only available for investments in such state’s qualified tuition program) would apply to your specific circumstances and you may wish to contact your home state and your beneficiary’s home state, or any other qualified tuition program, to learn more about the features, benefits and limitations of the applicable state’s qualified tuition program.
Call 1-888-529-9552 or visit www.ishares529.com to obtain a Program Description and Participation Agreement which includes investment objectives, risks, charges, expenses and other important information; read and consider it carefully before investing or sending money. Ascensus Broker Dealer Services, LLC, Distributor.
The iShares 529 Plan is a college tuition savings program sponsored by the State of Arkansas and is administered by The Arkansas 529 Plan Review Committee (Committee). Ascensus Broker Dealer Services, LLC (ABD), the Program Manager, and its affiliates have overall responsibility for the day-to-day operations, recordkeeping, and administrative services. Ascensus Broker Dealer Services, LLC, has responsibility for marketing and distribution of the iShares 529 Plan. BlackRock Fund Advisors serves as Investment Manager of the iShares 529 Plan except for the Savings Portfolio, which is managed by Sallie Mae Bank. The iShares 529 Plan's Portfolios invest in either (i) exchange traded funds; or (ii) a Federal Deposit Insurance Corporation (FDIC)-insured omnibus savings account held in trust by the Committee at Sallie Mae Bank. Units of the Portfolios are municipal securities, are not exchange traded funds, and the value of units will vary with market conditions.
Investment returns will vary depending on the performance of the Portfolios you choose. Except to the extent of FDIC insurance available for the Savings Portfolio, you could lose all or a portion of your money by investing in the iShares 529 Plan, depending on market conditions. Account Owners assume all investment risks as well as responsibility for any federal and state tax consequences.
Neither BlackRock, Inc., and its affiliates nor Ascensus Broker Dealer Services, LLC and its affiliates provide tax advice. Please note that (i) any discussion of U.S. tax matters contained in this communication cannot be used by you for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein: and (iii) you should seek advice based on your particular circumstances from an independent tax advisor.
BlackRock Fund Advisors, and BlackRock Investments, LLC, are subsidiaries of BlackRock, Inc., none of which is affiliated with Ascensus Broker Dealer Services, LLC.
Investing involves risk, including possible loss of principal.
* Not FDIC Insured (except for the Savings Portfolio) * No Bank, State or Federal Guarantee * May Lose Value
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