Annual Reports
Each year NextGen 529 provides audited information on the makeup and performance of each of the NextGen 529 portfolios. Here are the most recent NextGen 529 annual reports.
USRRMH0724U/S-3677100
Each year NextGen 529 provides audited information on the makeup and performance of each of the NextGen 529 portfolios. Here are the most recent NextGen 529 annual reports.
USRRMH0724U/S-3677100
You are leaving NextGenforME.com and going to Active Investor, the Vestwell online investor portal.
OR download the Merrill Edge mobile app
You are leaving NextGenforME.com and going to Active Investor, the Vestwell online investor portal.
OR download the NextGen 529 mobile app
By proceeding, you will be leaving NextGenforME.com and heading to my.accessportals.com. That site may have a privacy policy and security that is different from NextGenforME.com. NextGen 529 is not responsible for the products, services, and content on the Vestwell online portal-Active Investor. USRRMH0223U/S-2749410-1/1
You are leaving NextGenforME.com and going to Merrill Edge.
OR download the Merrill Edge mobile app
You are leaving NextGenforME.com and going to Merrill Edge.
OR download the Merrill Edge mobile app
By proceeding, you will be leaving NextGenforME.com and heading to merrilledge.com. That site may have a privacy policy and security that is different from NextGenforME.com. NextGen 529 is not responsible for the products, services, and content on merrilledge.com.
Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC, and a wholly-owned subsidiary of BofA Corp. USRRMH0223U/S-2749410-1/1
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By proceeding, you will be leaving NextGenforME.com and heading to activeadvisor.com. That site may have a privacy policy and security that is different from NextGenforME.com. NextGen 529 is not responsible for the products, services, and content on activeadvisor.com. USRRMH0223U/S-2749410-1/1
You are leaving NextGenforME.com and going to brokercheck.finra.org, where you can check the background of a broker or dealer.
By proceeding, you will be leaving NextGenforME.com and heading to brokercheck.finra.org. That site may have a privacy policy and security that is different from NextGenforME.com. NextGen 529 is not responsible for the products, services, and content on brokercheck.finra.org. USRRMH0323U/S-2770310-1/1
You are leaving NextGenforME.com and going to myAlfondGrant.org site.
By proceeding, you will be leaving NextGenforME.com and heading to myAlfondGrant.org. That site may have a privacy policy and security that is different from NextGenforME.com. NextGen 529 is not responsible for the products, services, and content on myAlfondGrant.org. USRRMH0223U/S-2749455-1/1
You’re leaving NextGenforME.com and going to the Merrill Edge website.
By proceeding, you will be leaving NextGenforME.com and heading to merrilledge.com. That site may have a privacy policy and security that is different from NextGenforME.com. NextGen 529 is not responsible for the products, services, and content on merrilledge.com.
Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC, and a wholly-owned subsidiary of BofA Corp. USRRMH0223U/S-2749410-1/1
You are leaving NextGenforME.com and going to the App Store where you can download the Merrill Edge® app.
By proceeding, you will be leaving NextGenforME.com and heading to the App Store. That site may have a privacy policy and security that is different from NextGenforME.com. NextGen 529 is not responsible for the products, services, and content on the App Store.
Data connection required. Wireless carrier fees may apply. Mobile app not available on all devices.
App Store is a trademark of Apple Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC, and a wholly owned subsidiary of BofA Corp. USRRMH0223U/S-2749455-1/1
You are leaving NextGenforME.com and going to the Google Play store where you can download the Merrill Edge® app.
By proceeding, you will be leaving NextGenforME.com and heading to the Google Play store. That site may have a privacy policy and security that is different from NextGenforME.com. NextGen 529 is not responsible for the products, services, and content on the Google Play store.
Data connection required. Wireless carrier fees may apply. Mobile app not available on all devices.
Google Play and the Google Play logo are trademarks of Google LLC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC, and a wholly owned subsidiary of BofA Corp. USRRMH0223U/S-2749455-1/1
You are leaving NextGenforME.com and going to the Gift of College site.
Gift of College Inc. and its website, giftofcollege.com, are not associated with FAME or NextGen 529, its program manager or other service providers. FAME and its program manager or other service providers each expressly disclaim any responsibility for or liability associated with Gift of College Inc.’s products and services, including but not limited to, any transaction effected through giftofcollege.com. The service is mentioned for your information only. Users should carefully review the Gift of College Terms of Use, Privacy Policy, contribution methods, and fees before using giftofcollege.com, and users assume all risks of site registration and membership, and making purchases and contributions on giftofcollege.com, as applicable. If a contribution is effected through giftofcollege.com, proper credit or investment to a NextGen 529 account cannot be guaranteed or confirmed by FAME, its program manager or other service providers.
By proceeding, you will be leaving NextGenforME.com and heading to giftofcollege.com. That site may have a privacy policy and security that is different from NextGenforME.com. NextGen 529 is not responsible for the products, services, and content on giftofcollege.com. USRRMH0223U/S-2749455-1/1
You are leaving NextGenforME.com and going to the Gift of College site.
Gift of College Inc. and its website, giftofcollege.com, are not associated with FAME or NextGen 529, its program manager or other service providers. FAME and its program manager or other service providers each expressly disclaim any responsibility for or liability associated with Gift of College Inc.’s products and services, including but not limited to, any transaction effected through giftofcollege.com. The service is mentioned for your information only. Users should carefully review the Gift of College Terms of Use, Privacy Policy, contribution methods, and fees before using giftofcollege.com, and users assume all risks of site registration and membership, and making purchases and contributions on giftofcollege.com, as applicable. If a contribution is effected through giftofcollege.com, proper credit or investment to a NextGen 529 account cannot be guaranteed or confirmed by FAME, its program manager or other service providers.
By proceeding, you will be leaving NextGenforME.com and heading to giftofcollege.com. That site may have a privacy policy and security that is different from NextGenforME.com. NextGen 529 is not responsible for the products, services, and content on giftofcollege.com. USRRMH0223U/S-2749455-1/1
You are leaving NextGenforME.com and going to Maine.gov.
By proceeding, you will be leaving NextGenforME.com and heading to Maine.gov. That site may have a privacy policy and security that is different from NextGenforME.com. NextGen 529 is not responsible for the products, services, and content on Maine.gov. USRRMH0223U/S-2749455-1/1
You are leaving NextGenforME.com and going to finaid.org.
By proceeding, you will be leaving NextGenforME.com and heading to finaid.org. That site may have a privacy policy and security that is different from NextGenforME.com. NextGen 529 is not responsible for the products, services, and content on finaid.org. USRRMH0223U/S-2749455-1/1
You are leaving NextGenforME.com and going to the 529 state tax calculator.
By proceeding, you will be leaving NextGenforME.com and heading to the 529 state tax calculator. That site may have a privacy policy and security that is different from NextGenforME.com. NextGen 529 is not responsible for the products, services, and content on the 529 state tax calculator. USRRMH0223U/S-2749410-1/1
You are leaving NextGenforME.com and going to a College Planning Calculator.
By proceeding, you will be leaving NextGenforME.com and heading to a College Planning Calculator. That site may have a privacy policy and security that is different from NextGenforME.com. NextGen 529 is not responsible for the products, services, and content on the College Planning Calculator. USRRMH0223U/S-2749410-1/1
You’re leaving NextGenforME.com and going to the Vestwell forms website.
Note: Vestwell may have a privacy policy and security that is different from NextGenforME.com. NextGen 529 is not responsible for the products, services, and content on forms.vestwell.com. USRRMH0223U/S-2749410-1/1
You are leaving NextGenforME.com and going to the BlackRock website.
By proceeding, you will be leaving NextGenforME.com and heading to BlackRock. That site may have a privacy policy and security that is different from NextGenforME.com. NextGen 529 is not responsible for the products, services, and content on the BlackRock website. USRRMH0223U/S-2749410-1/1
You are leaving NextGenforME.com and going to the Vestwell website.
By proceeding, you will be leaving NextGenforME.com and heading to Vestwell. That site may have a privacy policy and security that is different from NextGenforME.com. NextGen 529 is not responsible for the products, services, and content on the Vestwell website. USRRMH0223U/S-2749410-1/1
You are leaving NextGenforME.com and going to irs.gov.
By proceeding, you will be leaving NextGenforME.com and heading to irs.gov. That site may have a privacy policy and security that is different from NextGenforME.com. NextGen 529 is not responsible for the products, services, and content on irs.gov.