Don't let the clock run out!
Get your bonus before the offer ends.
Open a new account and get a $50 or $100 bonus*
with a deposit of $500 or more: Set up recurring contributions or payroll direct deposit of $50 or more per month until 6/30/24.
with a deposit of $1000 or more: Set up recurring contributions or payroll direct deposit of $50 or more per month until 6/30/24.
Receive the bonus!
After six months, your $50 or $100 bonus will be deposited in your account on or before 7/31/24.
Triple Tax Benefits of an Edvest 529 Account
Your contributions can go further with Edvest 529 plan tax benefit
State tax deduction
WI taxpayers may qualify for a state tax deduction up to $3,860 for joint filers, per beneficiary per year for contributions made into an Edvest 529 account. Limitations apply.1
100% tax-deferred growth
Any earnings grow tax deferred. When you pay fewer taxes, you can earn more and grow your account faster.
Tax-free withdrawals for qualified expenses
Withdraw tax free for all qualified education expenses at any accredited college, university or technical college for 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.2
Your child has options
Savings can be applied to any accredited 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.3
You enjoy more flexibility
Funds in your child's account are transferable to another eligible family member, which includes siblings, stepchildren, parents ... even cousins.
Friends and family can contribute
Once your account is set up, our Ugift® service offers a convenient way to give, receive and make special contribution requests.