529 WITHDRAWALS
August is typically the month when students begin returning to college, or attending for the first time. For many, that means bills to pay. Fortunately, if you have a 529 education savings account, those bills won’t be so hard to stomach: you’ll have funds to draw on from years of investing for this very reason. Here are guidelines for making a withdrawal from your 529 account with The Education Plan®.
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EVERYTHING YOU NEED TO KNOW ABOUT THE EDUCATION PLAN
Discover how a 529 college savings plan can help your family save more for higher education in this short video.
LEARNING CENTER
Whatever the path, begin with a plan. The Education Plan’s 529 Learning Center
offers families tips on saving for college, strategies for maximizing your account
and much more.
Whatever the path, begin with a plan. The Education Plan’s 529 Learning Center offers families tips on saving for college, strategies for maximizing your account and much more.
VISIT THE 529 LEARNING CENTER
WHO IS THE EDUCATION PLAN FOR:
FOR FAMILIES
The Education Plan makes it
easy for families to save more
for educational expenses.
• Tax-advantages
• Covers many expenses
• Anyone can open an account
• Only $1 minimum contribution
FOR EMPLOYERS
Adding The Education Plan to
your benefits package is a no-
cost way to support employees.
• No cost to employer
• Potential tax benefits
• Easily enhance benefits package
• No fiduciary responsibility
FOR FINANCIAL PROFESSIONALS
Help clients build a thoughtful
educational investment portfolio
with The Education Plan.
