TAP 529 provides you with nine professionally managed advisor-sold investment plan options from which to choose.

Advisor-sold investment plan

Contributions to an Investment Plan Account may grow based on market performance. The advisor-sold investment plan offers eight Investment Plan options, which involve a range of portfolios, from 100 percent in equities to a mix of equities and fixed income investments. This plan also includes two options of socially responsible investments.

The advisor-sold investment plan does not protect your principal or guarantee any level of growth, but it has potential for earnings that exceed tuition increases. And, it allows you to choose a savings strategy that fits your own tolerance for risk.

Note: No matter which investment selection you make for your Beneficiary, please note that according to current federal law, there are restrictions on your ability to change your investment selection once it has been made. You may, however, designate future contributions to other investment options. Money may be moved between investment options once a year (or whenever the Beneficiary changes). You are also able to choose investment options for future contributions at any time. The Disclosure Statement for each plan contains more information specific to that plan.