Learn about 529s Learn about the MFS 529 plan Investment options Get started home
 
Now there is a simpler, smarter way to work toward making college a reality for the important people in your life.

Tax-advantaged investing, control over your assets, and a wide range of investment options could make MFS 529 Savings Plan the right choice for many investors. Plus, it's generous gifting features could reduce your estate taxes.

 
 


Additional materials & forms
Life Lessons: MFS 529 Savings Plan
Brochure explaining the features and benefits of the plan.
Simply smart for college planning
MFS 529 Savings Plan offers Oregon residents tax advantages - and experienced management.

A plan to pass it on
Covers estate planning features of the 529.

Understanding your college savings options
Explains the differences between UGMA/UTMA accounts and 529 plans.
MFS 529 Savings Plan at-a-glance sheet for clients
Covers the key features, benefits, and options available with the MFS 529 Savings Plan.

 

 
The MFS® Savings Plan is a flexible college investing plan sponsored by the state of Oregon, acting by and through the Oregon 529 College Savings Board and is part of the Oregon 529 College Savings Network. MFS Fund Distributors, Inc. is the Program Manager. MFS 529 Savings Plan accounts are considered municipal fund securities.

Depending on your state of residence and the state of residence of the beneficiary, an investment in the MFS 529 Savings Plan may not afford you or your beneficiary state tax benefits or other benefits only available for investments in such state's qualified tuition program. See your tax advisor to be sure you understand the tax issues related to a 529 plan. Withdrawals of earnings not used to pay for qualified higher education expenses are subject to an additional 10% federal tax penalty. State taxes may also apply.

There is a $25 annual account fee associated with the MFS 529 Savings Plan. This annual fee is waived for Oregon residents and for those accounts with assets of $25,000 or more. Investments in 529 plans involve investment risks. You should consider your financial needs, goals, and risk tolerance prior to investing.

Before investing in the MFS 529 Savings Plan, consider the investment objectives, risks, charges, and expenses. For a prospectus or summary prospectus containing this and other information, as well as a Participant Agreement and Disclosure Statement and Expense Supplement, contact MFS or view online at mfs.com. Read it carefully.

MFS does not provide legal, tax, or accounting advice. Individuals should not use or rely upon the information provided herein without first consulting with their tax or legal professional about their particular circumstances. Any statement contained in this communication (or elsewhere on this web site) concerning U.S. tax matters was not intended or written to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code. This communication was written to support the promotion or marketing of the transaction(s) or matter(s) addressed.
 
 
 
 
©2013 MFS Investment Management®. MFS® registered investment products are offered through MFS Fund Distributors, Inc., 111 Huntington Avenue, Boston, MA 02199-7632.
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