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What is a 529 plan?

529 College Savings Plan




Benefits of the 529 plans


  1. We will pay the setup fee.

  2. Everyone is eligible to take advantage of a 529 plan.

  3. 529 plans offer unsurpassed income tax breaks

  4. Low maintenance

  5. Simplified tax reporting










Enrolling in a 529 plan

You will need:


  • Social Security Numbers, dates of birth and contact information for yourself and the beneficiary(ies).

  • A source of funding, such as a checking or savings account.

  • Your timeframe and risk tolerance for your investment.


By enrolling in a 529 college savings plan, you are taking a positive step to help pay for the future education expenses of yourself or a family member.

Questions? Call us at 888 381-8283.


Have you saved enough to pay for college?


Sending someone to college can be an expensive undertaking. The College Board reports that the cost of tuition, fees, room and board at 4-year public colleges increased over 37% nationwide in the past decade; from an average of $13,376 in 2004 to $18,391 in 2014. Expenses at private schools are often more than double public schools.1


If you have already started saving for college, you may be wondering if you will have enough saved when the time comes. Or, you may be curious as to how far financial aid will take you.



Ready to take the next step? Review your education savings options


Qualified withdrawals include


  • Tuition and fees

  • Books and Supplies

  • Equipment required for course enrollment (including special needs equipment)

  • Some room and board expenses

  • Equipment (laptop, smartphone or table)



Non-qualified withdrawals include


  • Transportation costs

  • Computers (unless the school requires them)

  • Student loan repayments










Tiaa Cref 888-381-8283

Cali 800-544-5248

Start up $25

Minimum Contribution $25

Type of account:Entity account


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