The Client Direct Series portfolios are for self-directed investors and are offered to Participants by telephone at 1-877-4NEXTGEN (463-9843), through this website, or by contacting the Finance Authority of Maine. In addition, Maine Participants (or other Participants opening accounts for Maine Designated Beneficiaries) may obtain information about the Client Direct Series through certain Maine Distribution Agents.

For the expenses of each Portfolio see the NextGen Client Direct Program Description.

Investment Options

Performance of the Direct Series

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Before you invest in the NextGen plan, please carefully read the NextGen Enrollment Kit. The program description contains more complete information, including investment objectives, charges, expenses and risks of investing in the NextGen plan, which you should consider. You should also consider whether your home state or your designated beneficiary’s home state offers any state tax or other benefits that are only available for investments in such state’s 529 plan. Click here to obtain a free NextGen Enrollment kit, including the current Program Description. Merrill Lynch, Pierce, Fenner & Smith Incorporated is the distributor of the NextGen plan.

 
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