Page 130 - Sample Financial Plan 4-1-2019 v2

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1 Consider the investment objectives, risks, charges and expenses before investing in the Oklahoma 529 College
Savings Plan. Please refer to the enclosed Plan Disclosure Booklet or visit www.ok4saving.org for a Plan
Disclosure Booklet 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 such as financial
aid, scholarship funds or protection from creditors that are only available if you invest in that state’s 529 plan.
Consult your legal or tax professional for tax advice, including the impact of the new federal tax changes. If the
funds aren’t used for qualified higher education expenses, a 10% penalty tax on earnings (as well as federal and
state income taxes) may apply. Investments in the Plan are neither insured nor guaranteed and there is the risk of
investment loss.

All social media platforms are managed by the State of Oklahoma.
TIAA-CREF Tuition Financing, Inc. (TFI), Program Manager. TIAA-CREF Individual & Institutional Services, LLC, Member FINRA
and SIPC, distributor and underwriter for the Oklahoma College Savings Plan.

For additional Plan and investment option information, determining your risk
tolerance, calculating investment targets to achieve your college savings goals,

comparing savings options, legacy and estate planning and much more, visit

our website at ok4saving.org.

Stay connected with the OCSP by visiting our social media sites.

661423 A12466 (01/19)