This material is provided for general and educational purposes only, and is not intended to provide legal, tax or investment advice. Contact your attorney or advisor regarding your specific legal, investment or tax situation.
Total asset-based fees for the most recent quarter end are available here. Additionally, all program fees are contained in the Plan Description and Savings Trust Agreement.
The LoneStar 529 Plan® is established and maintained by the Texas Prepaid Higher Education Tuition Board. Orion Advisor Solutions, Inc. (“Orion”) is the plan manager, and the Plan is distributed by Northern Lights Distributors, LLC (“NLD”) and administered by Gemini Fund Services, LLC (“Gemini”). NLD and Gemini are not affiliated with Orion.
Non-residents of Texas should consider whether their home state, or the beneficiary’s home state, offers its residents any state tax or other state benefits, such as financial aid, scholarship funds, and protection from creditors that are only available for participants in that state’s 529 plan.
The account, the principal invested, and any investment return are not guaranteed, insured, or treated as a deposit or other obligation by the state of Texas, the FDIC, the Texas Prepaid Higher Education Tuition Board, any other state or federal governmental agency, or Orion, NLD, or Gemini or their respective affiliates. An account might not make money and could lose money (including the principal invested) if money is invested in the Plan. Interests in the Plan have not been registered with or approved by the U.S. Securities and Exchange Commission or with any state.
Before investing in the Plan, investors should carefully consider the investment objectives, risks, administrative fees, service and other charges and expenses associated with municipal fund securities. The Plan Description and Savings Trust Agreement contains this and other information about the Plan, and may be obtained by visiting lonestar529.com or calling 800-445-GRAD (4723), option 4. Investors should read the document carefully before investing.
Comments or complaints may be mailed to the following address or made by calling the following number: Prepaid Higher Education Tuition Program, Office of the Comptroller of Public Accounts, P.O. Box 13407, Austin, Texas 78711-3407, or 512-936-2064.
“LoneStar 529 Plan” is a registered mark of the Texas Prepaid Higher Education Tuition Board. All rights reserved.
The LoneStar 529 Plan is distributed by Northern Lights Distributors, LLC. Member FINRA, SIPC.
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