Consider the investment objectives, risks, charges and expenses before investing in the Oregon College Savings Plan. Please call toll-free 1-866-772-8464 or click here for a Disclosure Booklet containing this and other information. Read it carefully.
Before investing in a 529 plan, you should consider whether the state you or your designated beneficiary reside in or have taxable income in has a 529 plan that offers favorable state income tax or other benefits that are only available if you invest in that state's 529 plan.
The tax information contained herein is not intended to be used, and cannot be used, by any taxpayer for the purpose of avoiding tax penalties. Taxpayers should seek advice based on their own particular circumstances from an independent tax advisor. Non-qualified withdrawals may be subject to federal and state taxes, and the additional 10% federal tax.
The Oregon College Savings Plan is administered by the State of Oregon, acting by and through the Oregon 529 College Savings Board, and distributed by TIAA-CREF Tuition Financing, Inc. The State of Oregon, its agencies, the Board of Trustees of the Oregon College Savings Plan, TIAA-CREF Tuition Financing, Inc., Teachers Insurance and Annuity Association of America and its affiliates, and any affiliate investment companies managing Plan investment options do not insure any account or guarantee its principal or investment return except for TIAA-CREF Life Insurance Company's guarantee to the Oregon College Savings Plan under the Funding Agreement for the Principal Plus Interest Option. Investments in the plan are neither insured nor guaranteed and there is the risk of investment loss.
The Plan Web site is for informational purposes only, and does not constitute an offer to sell or solicitation of an offer to buy any security that may be referenced on the site. Such offer or solicitation can be made only through the Disclosure Booklet.
The Plan Web site contains links to other Web sites. Neither the Plan nor TFI and its affiliates are responsible for the content of those other Web sites. The accuracy of information on those sites cannot be confirmed.