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Why Edvest 529

• Benefits of our 529
• A Plan for Everyone
• About Us

Learn and Plan

• How Our 529 Works
• Compare Ways To Save
• How much will college cost?
• Edvest 529’s Tax Benefits

Investment Options

• Compare Investment Portfolios
• Enrollment Year Investment Portfolios
  • 2040/2041 Enrollment Portfolio
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  • 2036/2037 Enrollment Portfolio
  • 2034/2035 Enrollment Portfolio
  • 2032/2033 Enrollment Portfolio
  • 2030/2031 Enrollment Portfolio
  • 2028/2029 Enrollment Portfolio
  • 2026/2027 Enrollment Portfolio
  • 2024/2025 Enrollment Portfolio
  • In School Portfolio
• Multi-Fund Investment Portfolios
  • Index-Based Aggressive Portfolio
  • Index-Based Moderate Portfolio
  • Index-Based Conservative Portfolio
  • Active-Based Aggressive Portfolio
  • Active-Based Moderate Portfolio
  • Active-Based Conservative Portfolio
  • Balanced Portfolio
  • International Equity Index Portfolio
• Single Fund Investment Portfolios
  • Small-Cap Index Portfolio
  • U.S. Equity Active Portfolio
  • Large-Cap Stock Index Portfolio
  • Large Cap Responsible Equity Portfolio
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• Principal Plus Interest Investment Portfolio
  • Principal Plus Interest Portfolio
• Daily Price & Performance
• Fees & Expenses

Resources

• Popular Resources
• Planning Tools
  • College Savings Calculator
  • Savings Plan Estimator
  • Risk Tolerance Tool
• Frequently Asked Questions
• Giving to a 529
• Edvest 529 glossary
• College Savings Podcasts & Videos

Account Center

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Utility

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Program

• Onboarding
• Financial Professionals
• Morningstar

• Schedule an appointment
• Edvest At Work
• Events and webinars
  • January 8, 2025, webinar
  • January 15, 2025, webinar
  • January 22, 2025, webinar
  • February 5, 2025, webinar
  • February 12, 2025, webinar
  • February 19, 2025, webinar
  • March 5, 2025, webinar
  • March 12, 2025, webinar
  • March 19, 2025, webinar
  • April 2, 2025, webinar
  • April 9, 2025, webinar
  • April 16, 2025, webinar
  • May 7, 2025, webinar
  • May 14, 2025, webinar
  • May 21, 2025, webinar
  • June 11, 2025, webinar
  • June 18, 2025, webinar
  • June 25, 2025, webinar
  • July 9, 2025, webinar
  • July 16, 2025, webinar
  • July 23, 2025, webinar
  • August 6, 2025, webinar
  • August 13, 2025, webinar
  • August 20, 2025, webinar
  • September 10, 2025, webinar
  • September 17, 2025, webinar
  • September 24, 2025, webinar
  • October 8, 2025, webinar
  • October 15, 2025, webinar
  • October 22, 2025, webinar
  • November 5, 2025, webinar
  • November 12, 2025, webinar
  • November 19, 2025, webinar
  • December 3, 2025, webinar
  • December 10, 2025, webinar
  • December 17, 2025, webinar
• News and press releases
  • Rolling Unused Edvest 529 Savings to a Roth IRA
  • Spring into Triple Tax Savings with Edvest 529
  • Edvest 529 Tax Benefits – What They Are and Why You Should Invest
  • Money Smart Wisconsin Scholarship Contest Awards $15,000
  • Save for Higher Education and Career Training with the Wisconsin 529 College Savings Program and New Tax Enhancements
  • Celebrate Summer
  • June Dairy Month
  • Understanding Employee Turnover: Causes, Costs, and Retention Strategies
  • Do Wisconsin Families Think Saving for College is Worth it?
  • Edvest 529 Account Owner Spotlight: Kathryn Bracho
  • Everything You Need to Know About Withdrawing 529 Funds for Back to School
  • Saving for College in a Turbulent Market
  • Edvest 529 Account Owner Spotlight: Multiple Perspectives on College Savings
  • Edvest 529 Account Owner & Beneficiary Spotlight: Christy, Jason and Cienna Haller
  • Grandparents Helping the Next Generation Achieve Higher Education
  • Celebrate College Savings Month with a $50 Bonus from the Edvest 529 College Savings Plan
  • Edvest 529 College Savings Plans Can Help Pay for Registered Apprenticeship Programs
  • Embracing Hybrid and Online Learning
  • Exploring the Path of Apprenticeships through an Edvest 529 College Savings Plan
  • The Holiday Gift that can Last a Lifetime