Michigan 529 Advisor Plan

Planning & Saving for College

Pricing & Performance

Researching Investment Portfolios

Michigan 529 Advisor Plan Enhancements

Find out why advisors are choosing the new MI 529 Advisor Plan – Smarter by Numbers

  • Increased Investment Choices
    • Wide variety of asset classed including emerging markets, real estate, socially responsible investing and annuities
  • High Plan Contribution Limit
    • One of the highest contribution limits in the Nation at $500,000 per beneficiary
  • Access to Investment Professionals
    • Glide path design from a dedicated college savings team of investment professionals
    • Strategic asset allocation/tactical management
    • Investment manager selection
  • Lower Program Management Fee (now just 32 bps)
  • Lower Underlying Fund Fees
  • Lower Sales Charge on A shares and Convertible C shares
  • Greater Diversification of Investment Managers
  • Smoother Glide Path and a Larger Number of Investment Portfolios
  • Funding Agreement to Preserve Capital with a Guaranteed Return

As always, the plan allows Michigan taxpayers a tax deduction on contributions:*

  • Individuals: up to $5,000 each year
  • Married Filing Jointly: Up to $10,000 each year

*This material is provided for informational purposes only and is not to be construed as tax, legal or investment advice. Michigan and federal tax rules may change in the future and tax benefits are conditioned on meeting certain requirements. Each taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

About Us

Nuveen is based in Chicago. Nuveen Securities, LLC, is a subsidiary of Nuveen, LLC.

Nuveen has over $929 billion in assets under management as of 6-30-2017 and ranks among the 15 largest asset managers in the world.

TIAA-CREF Tuition Financing, Inc. (TFI) was one of the first program managers to enter the 529 college savings plan market, and we’re still at the head of the class with nearly 20 years of program management experience.

TFI administers 9 state plans totaling over $24 billion in assets across 1.1 million accounts.

The MI 529 Advisor Plan was rebuilt from the ground up to offer a best-in-class college saving solution for financial advisors to use with clients.


About Us

Nuveen is based in Chicago. Nuveen Securities, LLC, is a subsidiary of Nuveen, LLC.

Nuveen has over $929 billion in assets under management as of 6-30-2017 and ranks among the 15 largest asset managers in the world.

TIAA-CREF Tuition Financing, Inc. (TFI) was one of the first program managers to enter the 529 college savings plan market, and we’re still at the head of the class with nearly 20 years of program management experience.

TFI administers 9 state plans totaling over $24 billion in assets across 1.1 million accounts.

The MI 529 Advisor Plan was rebuilt from the ground up to offer a best-in-class college saving solution for financial advisors to use with clients.