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Plan Literature: New York's 529 College Savings Program Advisor Plan (NY)

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Program Brochure & Tuition Savings Agreement - Class A, B and C units (NY) Program Brochure & Tuition Savings Agreement - Class A, B and C units (NY)
The Program Brochure & Tuition Savings Agreement for New York's 529 College Savings Program for Class A, B and C units.
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Not available to order online.
Program Brochure & Tuition Savings Agreement- Class Z units (NY) Program Brochure & Tuition Savings Agreement- Class Z units (NY)
The Program Brochure & Tuition Savings Agreement for New York's 529 College Savings Program for Class Z units. Class Z units have limited eligibility and the investment minimum requirement may vary. Only eligible investors may purchase Class Z units of the plan, directly or by exchange. Please see the Program Description & Participation Agreement for eligibility, and other details.
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Not available to order online.
Portfolio Construction (NY) Portfolio Construction (NY)
New York’s 529 College Savings Program Advisor Plan offers three investment options with portfolios designed to meet your needs. Please see the description on the back cover for certain related investment risks.
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5 copies
529 College Savings Plans vs. other investmentvehicles 529 College Savings Plans vs. other investmentvehicles
This chart compares 529 Plans to other investment vehicles often used to finance college.
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Not available to order online.
Financial Aid Flyer Financial Aid Flyer
Common college savings vehicles and their impact on financial aid.
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Not available to order online.
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