Edvest College Savings Plan

A Plan for Everyone:
Financial Professionals

Client trust is the beating heart of your business. The Edvest College Savings Plan helps you build it with a tax-advantaged investment plan you can offer with confidence.

A direct plan that excels on the selection criteria advisors favor. Edvest provides a broad range of highly rated, low-cost investment portfolios backed by an unwavering commitment to service. Find out more about what it can do for your clients.

Call Us: 1-888-338-3789

Monday to Friday
7:00 AM to 9:00 PM CT

Khaleel Ali

Khaleel Ali
Edvest Milwaukee
College Savings Consultant
414-410-0009
Khaleel.Ali@tiaa.org

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For Registered Investment Advisors

Your clients look to you for advice on which investments can put them closer to their goals and dreams. Make Edvest a part of that overall strategy. For clients who need to save for college, Edvest is a smart investment choice, offering a host of federal as well as state specific tax advantages. Its low cost of entry makes it ideal for clients at any career point or life stage to use. And it’s easy to learn about, easy to get started, and easy to manage.

Bookmark this page to stay current on the latest college savings trends, state specific developments, program news and updates. The Edvest site makes it easy to access investment portfolios, performance data, fee info, and checklists. Edvest fits in nicely as a turnkey enhancement to your existing services — helping to deepen the client-advisor relationship and build the trust that spans generations.

Available Resources
NAME OF RESOURCE GET IT
529 Enrollment Brochure
Investment Portfolios Brochure
Plan Description
Registered Investment Advisor QuickView Access Material
(View client account information and download reports using QuickView.)
Individual Application
Authorization to Receive or View Account Information
Other Forms
529 Enrollment Brochure
Investment Portfolios Brochure
Plan Description
Registered Investment Advisor QuickView Access Material
(View client account information and download reports using QuickView.)
Individual Application
Authorization to Receive or View Account Information
Other Forms


Bookmark the Edvest site for updated news, trends and tools.



For Certified Public Accountants

With Edvest, you can now talk to clients about how a 529 college savings plan can not only help grow their college nest egg but includes gift tax exclusions that can reduce their taxable income. Bookmark this page to stay up-to-date on all the latest state and federal tax changes, program news and more. Take advantage of web tools, like our college savings planner, to share with clients during appointments so they can set savings goals.

It’s a great way to build trust and help reduce your client’s overall tax burden at the same time. Even grandparents and extended family can open an account for a loved one, so be sure to include a discussion about the advantages of Edvest with all of your clients.

Available Resources
NAME OF RESOURCE GET IT
529 Enrollment Brochure
Investment Portfolios Brochure
Plan Description
Individual Application
Other Forms
529 Enrollment Brochure
Investment Portfolios Brochure
Plan Description
Individual Application
Other Forms


Bookmark the Edvest College Savings Plan site for updated news, trends and tools.



For Estate Planning Professionals or Tax Attorneys

529 plans are an often overlooked estate planning tool – so don’t forget to make Edvest a part of all your estate planning discussions. Since contributions to Edvest are considered completed gifts, it can reduce the amount of your client’s overall taxable estate. There’s even an option for accelerated gifting with the 5-year gift tax exclusion.

Bookmark this page to stay up to date on the latest federal and state specific tax developments, and program changes. Using this as part of your estate planning strategy may help clients pass more of their assets on to future generations.

Find out more about Edvest Tax Information.

Available Resources
NAME OF RESOURCE GET IT
529 Enrollment Brochure
Investment Portfolios Brochure
Plan Description
Individual Application
Other Forms
529 Enrollment Brochure
Investment Portfolios Brochure
Plan Description
Individual Application
Other Forms


Bookmark the Edvest College Savings Plan site for updated news, trends and tools.



For Banks or Credit Unions

As a financial professional working for a bank or credit union, you’re always on the lookout for value added services that can make a difference within your local community. Edvest is one such service. As a federal and state tax advantaged 529 investment, Edvest gives your customers a powerful option for saving for college that you can recommend with confidence.

Just direct them to the Edvest site where it’s easy to learn about the plan. Its low barrier to entry makes it accessible for customers at any career point or life stage to get started while our simple account management interface makes maintaining their account a breeze. To support you, we’ll make sure to keep you current on the latest college savings trends, state specific developments, program news and updates.

With the rising cost of higher education, this is an important issue many of your customers face. Give them a better way to save for college. And get a better way to enhance your services and build brand loyalty, with Edvest.

Available Resources
NAME OF RESOURCE GET IT
529 Enrollment Brochure
Investment Portfolios Brochure
Plan Description
Individual Application
Other Forms
529 Enrollment Brochure
Investment Portfolios Brochure
Plan Description
Individual Application
Other Forms


Bookmark the Edvest College Savings Plan site for updated news, trends and tools.


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