Automatic Investing

Automatic Investing

NJBEST offers you a convenient way to save for college with an automatic investment plan (AIP) feature. You can contribute a minimum of $25 automatically from your checking or savings account, and you can choose when you want the deduction made from your account on the 1st, 5th, 10th, 15th, 20th or 25th of the month.1 Download the Automatic Investment Plan Form to establish or change an automatic investment plan from your bank account into an existing NJBEST 529 College Savings Plan.

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Examples are for illustrative purposes only and are not representative of a particular investment. This calculator does not take into account investment expenses or taxes, which if reflected, would lower results shown. Investments do not guarantee any specific rate of return, and you may have a gain or a loss on the amounts invested. Periodic investment plans do not assure a profit and do not protect against a loss in a declining market.

Investors should carefully consider plan investment goals, risks, charges and expenses before investing. To obtain the Investor Handbook, which contains this and other information, call Franklin Templeton Distributors, Inc., the manager and underwriter for the plan, at (877) 4NJ-BEST. You should read the Investor Handbook carefully before investing and consider whether your or the beneficiary's home state offers any state tax or other benefits that are available for investments only in its qualified tuition program.