college planning education module

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College Planning Tim e t o stud y u p on college planning

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Page 1: College Planning Education Module

College Planning

Time to study up oncollege planning

Page 2: College Planning Education Module

College Planning

2

Should you save for college?

This calculation is illustrating the principal of time and compounding. It is based on monthly contributions and an 8% annualized yield. It’s hypothetical and not intended to serve as a projection of the investment results of any specific investment. If fees, taxes and expenses were reflected, the return would have been less.

$132 per month starting at age 2

$54,171

$545 per month starting at age 12 $54,107

18 years

Page 3: College Planning Education Module

College Planning

3

529Investments

TuitionCredits

What are my options?

CoverdellESAs

OtherPrograms

Information provided by Retirement Specialists is for educational purposes only and is not intended as investment advice. Neither the company nor its representatives give legal or tax advice.

Page 4: College Planning Education Module

College Planning

4

Quiz yourselfLook at the big picture:● Debt

● Retirement

● College choices

● Tuition costs

● Available scholarships and financial aid

Page 5: College Planning Education Module

Neither Nationwide® nor any of its representatives give legal or tax advice.

Information provided by Retirement Specialists is for educational purposes only and is not intended as investment advice.

Nationwide Retirement Solutions, Inc. and Nationwide Life Insurance Company (collectively "Nationwide") have endorsement relationships with the National Association of Counties and the International Association of Firefighters-Financial Corporation. More information about the endorsement relationships may be found online at www.nrsforu.com.

Nationwide Retirement Solutions, Inc. and its affiliates (Nationwide) offer a variety of investment options to public sector retirement plans through variable annuity contracts, trust or custodial accounts. Nationwide may receive payments from mutual funds or their affiliates in connection with those investment options. For more detail about the payments Nationwide receives, please visit www.nrsforu.com.

Retirement Specialists are registered representatives of Nationwide Investment Services Corporation, member FINRA. In MI only: Nationwide Investment Svcs. Corporation.

Nationwide, the Nationwide framemark, and On Your Side are service marks of Nationwide Mutual Insurance Company.

©2013 Nationwide Retirement Solutions Inc. All rights reserved.

NRM-7732AO.3 (01/13)