Education Saving

Save for your educational needs with a 529 plan.

A 529 Plan is a tax advantaged savings plan designed specifically for saving for future college expenses and they aren't just for typical 4-year schools. They are also good for eligible community colleges, qualifying vocational schools, trade schools, and apprenticeship programs, and k-12 tuition.1

Flexibility, Ease and Control

529 plans have a long list of benefits.

Tax Advantages you won't get in a bank savings account or a regular investment.

A 529 plan has the powerful benefit of tax-deferred growth. This means your savings grow without paying an annual tax on any gain and your account has the potential to grow faster than a bank savings account. A wide range of investment options can accelerate your college savings and some states also extend additional deductions or credits. You can also withdraw your money tax free if used for qualified education expenses.4

  • The potential for better growth than a bank savings account

  • Simple investment choices

  • The benefits of automatic investing

How do I start?

Our plans are offered in these states.
Choose yours to see what tax benefits may be available to you.


Arkansas - Advisor



Colorado - Advisor

District of Columbia



Indiana - Advisor

Kansas - Advisor



Michigan - Advisor




New Mexico

New Mexico

New York

New York - Advisor

North Dakota



Pennsylvania - Guaranteed Savings Plan

Rhode Island

Rhode Island - Advisor


West Virginia

West Virginia

West Virginia - Advisor


1The availability of tax or other benefits may be contingent on meeting certain requirements.

2A plan of regular investment cannot assure a profit or protect against a loss in a declining market.

3Only tuition and fees for qualified k-12 schools up to $10,000 per year are eligible expenses.

4Earnings on non-qualified withdrawals are subject to federal income tax and may be subject to a 10% federal penalty tax, as well as state and local income taxes.

5Available for most 529 plans serviced by Ascensus

6Upromise is an optional program offered by Upromise, LLC, and is not affiliated with Ascensus. Terms and conditions apply to the Upromise program. Transfers from Upromise to a 529 Plan account are subject to a minimum amount.