†Vanguard managed approximately $141 billion in 529 plan assets as of June 30, 2022. Sources: ISS Market Intelligence, December 2022. Average annual asset-based fees for age-based portfolios. Industry average 529 expense ratio: 0.50%. ***Vanguard average 529 expense ratio: 0.14%. ![]() If you are not a Nevada taxpayer, please consult with a tax advisor. State tax treatment of withdrawals used for i) expenses for tuition in connection with enrollment or attendance at an elementary or secondary public, private, or religious school, ii) expenses related to apprenticeship programs, or iii) student loan repayments is determined by the state(s) where the taxpayer files state income tax. The availability of tax or other benefits may be contingent on meeting other requirements. All Rights Reserved.*Earnings on nonqualified withdrawals may be subject to federal income tax and a 10% federal penalty tax, as well as state and local income taxes. ![]() © Copyright 2023 Hartford Funds Management Group, Inc. The funds and other products referred to on this Site may be offered and sold only to persons in the United States and its territories. Hartford Funds refers to HFD, Lattice, and HFMC, which are not affiliated with any sub-adviser or ALPS. are all SEC registered investment advisers. HFMC, Lattice, Wellington Management, SIMNA, and SIMNA Ltd. (SIMNA Ltd) serves as a secondary sub-adviser to certain funds. Schroder Investment Management North America Ltd. Certain funds are sub-advised by Wellington Management Company LLP and/or Schroder Investment Management North America Inc (SIMNA). Advisory services may be provided by Hartford Funds Management Company, LLC (HFMC) or its wholly owned subsidiary, Lattice Strategies LLC (Lattice). ETFs are distributed by ALPS Distributors, Inc. Mutual funds are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA| SIPC. "The Hartford" is The Hartford Financial Services Group, Inc. "SMART529" is a registered trademark of the Board of Trustees of the West Virginia College and Jumpstart Savings Programs. "The Hartford" is a registered trademark of Hartford Fire Insurance Company. For a copy of the Board of Trustees of the West Virginia College and Jumpstart Savings Programs privacy policy, please click here. SMART529 college savings plans are distributed by Hartford Funds Distributors, LLC. ![]() Please read them carefully before investing or sending money. This and other information can be found in the Offering Statement for SMART529 and the prospectuses or other disclosure documents for the Underlying Funds. Investors should carefully consider the investment objectives, risks and charges and expenses of SMART529 and its Underlying Funds before investing. As with all matters of a tax or legal nature, your clients should consult their own tax or legal counsel for advice. These materials are not intended to provide tax, accounting or legal advice. The information cannot be used or relied upon for the purpose of avoiding IRS penalties. This information is written in connection with the promotion or marketing of the matter(s) addressed in this material. Before investing, an investor should consider whether the investor’s or designated beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state’s 529 plan. West Virginia (WV) provides certain tax advantages to WV taxpayers that invest in The Hartford SMART529. The Hartford SMART529 is available to all investors. Investments in SMART529 are not guaranteed or insured by the State of West Virginia, the Board of Trustees of the West Virginia College and Jumpstart Savings Programs, the West Virginia State Treasurer's Office, HFMC, The Hartford Financial Services Group, Inc., the investment sub-advisors for the Underlying Funds or any depository institution and are subject to investment risks, including the loss of the principal amount invested, and may not be appropriate for all investors.
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