Waddell & Reed offers selling agreements with a wide range of 529 plans to help
your clients manage the cost of higher education.
Among the available options is Arizona's InvestEd 529 Plan. This 529 savings program
features three fund-of-fund mutual funds managed by Waddell & Reed, available as
either static investment options or as part of an age-based strategy, plus 17 individual
mutual funds from the Ivy Funds family.
Investors should carefully consider the investment objectives, risks, charges and expenses
associated with the InvestEd Plan before investing. This and other information
is found in the Waddell & Reed InvestEd Portfolios, Inc. prospectus, the Ivy Funds
prospectus, the InvestEd Program Overview, and the InvestEd Account Application
available at www.waddell.com. Please read these materials carefully before investing.
An investor should also consider, before investing, whether the investor's or designated
beneficiary's home state offers any state tax or other benefits that are only available
for investments in such state's 529 college savings plan.
The Waddell & Reed InvestEd Portfolios, Inc. are managed by Waddell & Reed Investment
Management Company, while the Ivy Funds are managed by Ivy Investment Management
Company. Both are affiliates of Waddell & Reed, Inc.
Accounts are not insured by the State of Arizona, the Trust, the Arizona Commission
for Postsecondary Education, or any other governmental entity, Waddell & Reed, Inc.,
or any affiliated or related party, and neither the principal deposited nor the
investment return is guaranteed by any of the above referenced parties.