The information provided to you by Brad Baldridge is for educational purposes only. It is not intended to constitute specific personalized recommendations or advice. Please consult with Brad or another qualified professional before acting on any of this information.
Some of Brad’s discussion and content may include information about investing. Please remember that investing involves risk, and, depending on the types of investments, there may be varying degrees of risk. Investors should be prepared to bear loss, including total loss of principal.
529 College Savings Plans
Before investing in any state’s 529 plan, investors should carefully consider investment objectives, risks, charges and expenses. This information and other important information are contained in the fund prospectuses, summary prospectuses, and 529 Product Program Descriptions. These documents can be obtained from a financial professional or directly from the plan’s website. Please read them carefully before investing.
Depending on your state of residence, there may be an in-state plan that offers tax and other benefits, which may include financial aid, scholarship funds, and protection from creditors.
Before investing in a 529 plan, investors should consult a tax professional. If withdrawals from 529 plans are used for purposes other than qualified education, the withdrawal could be subject to a 10% federal tax penalty, state penalties, federal income tax and state income tax.
Brad Baldridge
Brad Baldridge is a Registered Representative with Cambridge Investment Research, Inc.
Securities are offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.
Brad Baldridge is also an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge does not offer tax or legal advice. Fixed insurance services offered through Baldridge Wealth Management. Cambridge’s Form CRS (Customer Relationship Summary). Baldridge Wealth Management and Baldridge College Solutions are affiliated. Cambridge and the Baldridge companies are not affiliated.
Registered branch location: 2810 S. Calhoun Road, New Berlin, WI 53151.
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This communication is strictly intended for individuals residing in the states of California, Colorado, Florida, Georgia, Iowa, Illinois, Indiana, Maine, Maryland, Minnesota, Missouri, Montana, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Texas, Utah, Virginia, and Wisconsin. No offers may be made or accepted from any resident outside the specific states referenced.
