Page 129 - Sample Financial Plan 4-1-2019 v2

The Benefits of Tax-Free Growth Potential

When you add the power of compounding to OCSP’s tax-deferred earnings, tax-free qualified

withdrawals and low fees, your investment has a stronger chance to grow to help achieve your
education savings goals.

$80,000

60,000
This example assumes an initial investment of $5,000, monthly
$54,958 contributions of $100, and a 6% annual rate of return over 18 years.
40,000 The taxable account assumes a 28% federal and 5% state tax rate.
$46,788
The illustration is for illustrative purposes only and does not
represent the performance of any specific portfolio.
20,000

0
529 Account Taxable Account

Let OCSP be the financial foundation for

building your loved one’s educational future!

Opening an account and making contributions are simple.

Two Easy Ways to Open an Account:

1. Online 2. Mail

www.ok4saving.org Complete and sign the enclosed OCSP
Click on Open an Account on Account Application and mail it using

the OCSP home page. the provided envelope.

Select the contribution method that works best for you:

• Write a personal check • Set up bill pay with your bank

• Set up an Automatic Contribution Plan • Set up payroll direct deposit deduction
(ACP) from a checking or savings account (if allowed by your employer)
• Contribute automatically online from • Roll over money from another 529 plan

a checking or savings account by or Coverdell Education Savings Account
establishing an Electronic Funds into your OCSP

Transfer (EFT)