Celebrate this season and get a $100 bonus*
Light up their faces and their future with college savings when you open a new Edvest 529 account between 11/25/2024–12/13/2024 and receive a $100 bonus!
Don't let the clock run out!
Get your bonus before the offer ends.
30
days12
hours4
mins20
secondsOpen a new account and get a $100 bonus.
Open a new account:
Start by opening an account with $1,000 or more.
Set up recurring contributions:
Meet the eligibility requirements by adding a recurring contribution or payroll direct deposit of $50 or more per month through 6/30/2025.
Receive the bonus!
After six months, your $100 bonus will be deposited in your account on or before 7/31/2025.
*Click here for complete Terms and Conditions.↩
Triple Tax Benefits of an Edvest 529 Account
Your contributions can go further with Edvest 529 plan tax benefits.
Wisconsin state tax benefits
A state tax deduction can reduce your taxable income. WI taxpayers may qualify for a 2024 deduction up to $5,000 for single or married joint filers, per beneficiary, for contributions made into an Edvest 529 account.
100% tax-deferred growth
Any earnings in your Edvest 529 account grow tax-deferred, meaning you don’t pay taxes on the earnings until later. This can help your investments for college grow faster over time, as more money stays in your account and can continue to earn returns.
Tax-free withdrawals for qualified expenses
Earnings accrued in an Edvest 529 account can be withdrawn from an account 100% tax-free at the state and federal level when paying for qualified higher education expenses like, tuition, certain room and board, books, computers and more.
Why an Edvest 529 account?
Your plan is financial aid friendly
Your 529 account is typically viewed as a parental asset for financial aid purposes and may count less against aid eligibility than the same funds held in your child's name.1
Your child has options
Savings can be applied to any eligible college or university across the country and abroad, technical colleges and even professional schools and graduate schools.
You have more control
You're never locked in and can withdraw your funds for any reason at any time.2
You enjoy more flexibility
Funds in your child's account are transferable to another eligible family member, which includes siblings, stepchildren, parents, even first cousins.
