Review your NextGen Account Statement through MyMerrill.

2009 NextGen College Investing Plan Annual Report

2009 NextGen College Investing Plan Cash Allocation Annual Report

2008 NextGen College Investing Plan Annual Report

2008 NextGen College Investing Plan Cash Allocation Annual Report

2007 NextGen College Investing Plan Annual Report

2007 NextGen College Investing Plan Cash Allocation Annual Report

Frequently Asked Questions

Department of Education

Private Letter Ruling - PLR200232035


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The NextGen Plan is a Section 529 plan administered by the Finance Authority of Maine. Before you invest in the NextGen plan, request a NextGen College Investing Plan Program Description from us and read it carefully. The Program Description contains more complete information, including investment objectives, charges, expenses and risks of investing in the NextGen plan, which you should carefully consider before investing. You also should 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. Merrill Lynch, Pierce, Fenner & Smith Incorporated is the program manager, underwriter and distributor.

Merrill Lynch Wealth Management makes available products and services offered, sponsored, managed, distributed or provided by Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S) and other affiliates and subsidiaries of Bank of America Corporation, or in which Bank of America Corporation has a substantial economic interest, including BlackRock, Inc.

Investment products:
Are Not FDIC Insured Are Not Bank, State or Federal Guaranteed May Lose Value

MLPF&S is a registered broker-dealer, member Securities Investor Protection Corporation (SIPC) and a wholly owned subsidiary of Bank of America Corporation.

Any information presented about tax considerations affecting your financial transactions or arrangements is not intended as tax advice and cannot be relied on to avoid any tax penalties. Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. You should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with your personal professional advisors.

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