utility-drawer__close
0
Add funds
Fund 1
Fund 2
Fund 3
Fund 4
TOOLS
The Morningstar Fund Compare tool quickly evaluates different funds against one another. In addition to Nuveen funds, add any MF, CEF or ETF available from Morningstar. Important information and disclosures are included after you click Generate Report. Please ensure to enable pop-ups in your browser.
The Morningstar Portfolio Review tool compares and analyzes your portfolio holdings. In addition to Nuveen funds, add any MF, CEF or ETF available from Morningstar. Important information and disclosures are included after you click Generate Report. Please ensure to enable pop-ups in your browser.
utility-drawer__mobile-restriction Tools are currently unavailable for use on mobile. Please visit the desktop site.
fund compare tool image
Fund Compare
Quickly evaluate different MFs, CEFs and ETFs against one another
portfolio review tool image
Portfolio Review
Generate a detailed analysis of your portfolio holdings including MFs, CEFs and ETFs
Image of Municipal bond investing ladder tool
Municipal Bond Ladder Tool
Learn how a laddered portfolio may perform in rising rate environments
Powered by Morning star
Confirm your location and role
location select
language select
Young girl with superhero cape

MI 529 Advisor Plan

Superheroes wanted: Help your clients save for the future

Looking for account owner access?

The power to achieve

The MI 529 Advisor Plan (MAP) is comprised of investment portfolios with underlying funds from Nuveen, TIAA and other leading asset managers. It also offers federal tax advantages, with added state tax benefits for Michigan residents. Take three simple steps toward helping your clients achieve their investment goals.

Mi 529 Advisor Plan

This page is intended for financial professional use only.
Account owners can visit
MAP for investors.

Explore the MI 529 Advisor Plan
Why choose the MI 529 Advisor Plan
MAP is dedicated in helping solve your clients’ education savings goals. In addition, it is the only financial professional-sold 529 plan that offers Michigan residents a state income tax deduction on contributions.
Investments, pricing & performance
Research and explore investment portfolio options that fit your client's timeline, risk tolerance and education savings goals. Also, access the latest price and performance data.
Tools & calculators
Try one of our many customizable calculator tools available. In fact, generate a personalized report to share directly with your clients.

 

Get started today

Step 1
Download our MI 529 Advisor Plan enrollment form or order kits.


Step 2
Review the MI 529 Advisor Plan investment portfolios.

Questions:
For sales and marketing questions, contact Nuveen at 800.752.8700, Monday to Friday, 8:00 AM to 7:00 PM ET.
Account level questions, contact the MI 529 Advisor Plan service center at 866.529.8818, Monday to Friday, 8:30 AM to 6:00 PM ET.
Step 3
Send the completed forms to:

MI 529 Advisor Plan
P.O. Box 55847
Boston, MA 02205-5847

Please note: Financial professionals should check with their Home Office to confirm where MI 529 Advisor Plan paperwork should be sent. Some Broker-Dealers require their financial professionals to send the paperwork to their Home Office. Be sure to check with your firm regarding internal 529 processing procedures.

 

There are various risks associated with an investment in the MI 529 Advisor Plan; principal loss is possible.

The MI 529 Advisor Plan (MAP) is offered by the State of Michigan. TIAA-CREF Tuition Financing, Inc. (TFI) is the Program Manager and Nuveen Securities, LLC, member FINRA and SIPC, is the Distributor.

Before investing, carefully consider investment objectives, risks, charges, expenses, and other important information. For this and other information that should be read carefully, please read the MAP Plan Description. Also, consider whether your or your beneficiary’s home state offers any state tax or other benefits, such as financial aid, scholarship funds and protection from creditors, that are only available for investments in that state’s qualified tuition program.

Participation in MAP does not guarantee that the account's assets will be adequate to cover future tuition or other higher education expenses, or that your beneficiary will be admitted to or permitted to continue to attend an institution of higher education. Investments in MAP are not guaranteed or insured and there is risk of investment loss.

This MAP website contains links to other websites. The MAP, TFI and Nuveen Securities, LLC are not responsible for the content of those other websites.



You are about to access our website for visitors outside of the United States.

You are about to access our website for Nuveen Global Cities REIT

You are leaving the Nuveen website.

You are leaving the Nuveen website and going to the website of the MI 529 Advisor Plan, distributed by Nuveen Securities, LLC.

The Nuveen website for institutional investors is available for you.

You are about to access our website for visitors outside of the United States.

Contact us
Contact us
Back to Top