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inVEST age-based portfolios evolving January 1

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inVEST’s age-based portfolios can help you manage your higher education investment by automatically becoming more capital preservation-oriented over time. This process occurs annually, with the next evolution on January 1, 2017.

If you are saving in an age-based portfolio, you do not need to take any action for the evolution, but will notice differences online or on your statements after January 1, 2017. This is not considered an investment change and therefore is not subject to the twice-yearly IRS limit.


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