Edvest – 529 College Savings Plan
A 529 plan can be one of the best ways to save for higher education.
Why save for college with Edvest 529?
- Triple Tax Benefits
- Wisconsin taxpayers may be eligible for a state income tax deduction.
- Earnings grow tax-deferred and withdrawals are tax-free when used for qualified higher education expenses
- Low Fees & Expenses
- Edvest 529 is one of the nation’s lowest cost 529 plans.
- Low fees can help more of your savings go toward education costs
- Contributions that Fit Your Budget
- With a $25 minimum contribution, Edvest At Work can work for all budgets
Flexibility & Control
- Anyone can contribute, not just parents
- Contributions can be made through recurring contributions or large lump sums
- With Edvest’s Ugift option, it is easy for family and friends to make contributions to your loved one’s account
- The account owner maintains control even when the beneficiary turns 18
- This is a voluntary plan with no employer contributions
- Your payroll contributions are post-tax
- You may enroll at any time by completing an enrollment form on the Edvest website
- Wisconsin residents may be eligible for a state tax deduction, though limitations apply
- Edvest funds may be used at universities, colleges, technical schools, graduate and professional schools, as well as many certificate programs
- Funds may be used at schools across the country and even some abroad
- Up to $10,000 annually per student, in aggregate from all 529 plans, can be withdrawn free from federal and Wisconsin income tax if used for tuition expenses at a public, private or religious elementary, middle, or high school
- Use funds for tuition, books, room & board, computers, tablets, and other expenses
- Build savings with recurring contributions from your bank account or payroll direct deposit
Who to Contact
Kevin Pytleski at [email protected] or call him at 1-608-234-6317.
You can also schedule a complimentary virtual 1:1 appointment