Missourimost.org Website Review

For more information about MOST—Missouris 529 Savings Plan, do*nload a Program Description, Privacy Policy, and Participation Agreement and other important information are included in this docu*ent; read and consider it carefully before investing. Vanguard Marketing If you are not a Missouri taxpayer, consider before investing whether your or the designated beneficiarys home state offers any state tax or other benefits that are only available for investments in such states qualified tuition program. Other state benefits may include financial Missouri taxpayers can use MOST 529 as*ets to pay for K–12 tuition at public, private, and religious institutions, with no Missouri state tax consequences. State tax treatment of K–12 withdrawals is determined by the state where the taxpayer files state income tax. If youre not a Missouri taxpayer, please consult with a tax advisor. Federal legislation allows rollovers from 529 plans to Achieving a Better Life Experience (ABLE) accounts without incurring federal taxes up to the annual ABLE contribution limit. Missouri statute may allow for rollovers of MOST 529 as*ets to ABLE accounts without Missouri state tax consequences. We suggest MOST 529 account owners who are residents of other states consult with a tax advisor about their state The Missouri Education Savings Program (the Program Trust) is a trust created by the State of Missouri. When you invest in MOST—Missouris 529 Savings Plan (the Plan), you are purchasing portfolio units issued by the Program Trust. Portfolio units are municipal securities. The Plan has been implemented and is administered by the Missouri Education Savings Program Board (the Board). Ascensus College Savings Recordkeeping Services, LLC, serves as the Program Manager and Recordkeeping and Servicing Agent, and together with its affiliates, has overall responsibility for the day-to-day operations of the Plan. The Vanguard Group, Inc., serves as Investment Manager for the Plan. Vanguard Marketing Corporation, an affiliate of The Vanguard Group, Inc., markets and distributes the