Help Your Children Reach Their Full Potential
Through the Fifth Third Preferred Program, your locally based Investment* Professional can help you develop an education savings strategy that helps you achieve your education goals, and provide access to a variety of investment options.
While it is never too late to begin saving, it pays to begin your education planning early. Fifth Third Securities provides access to a range of tax-advantaged 529 college savings plans† that can help you prepare1.
In addition, to make your planning easier, we provide access to special tools to help you prepare for financing education for a loved one, including a college savings calculator and access to student loans2.
†Before investing, investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program.
529 Plans may be subject to certain restrictions. By investing in a Plan outside your state of residence, you may lose any state tax benefits. Non-qualified withdrawals are subject to federal and state income tax and a 10% penalty.
Investors should consider the fund's investment objective, risks, sales charges, expenses, and ongoing fees carefully before investing or sending money. This and other important information about municipal fund securities, including 529 Plans, can be found in the issuer's official statement. To obtain an official statement, please ask your Investment Professional. Please read the official statement carefully before investing.
- Fifth Third Securities does not provide tax advice, consult your tax advisor.
- Subject to credit review and approval.
*Fifth Third Securities is the trade name used by Fifth Third Securities, Inc., member FINRA/SIPC, a wholly owned subsidiary of Fifth Third Bank, a registered broker-dealer, and a registered investment advisor registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. Securities and investments offered through Fifth Third Securities, Inc. and insurance products:
|Are Not FDIC Insured||Offer No Bank Guarantee||May Lose Value|
|Are Not Insured by any Federal Government Agency||Are Not A Deposit|
Insurance products made available through Fifth Third Insurance Agency, Inc.
Investments, variable annuities and brokerage accounts are offered through Fifth Third Securities, a wholly owned subsidiary of Fifth Third Bank. Fixed annuities are offered through Fifth Third Insurance Agency Inc., a wholly-owned subsidiary of Fifth Third Bank.