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Here are five of the top 529 plans: Ohio’s 529 plan, CollegeAdvantage. New York’s 529 plan, Direct Plan. Wisconsin’s 529 plan, Edvest. West Virginia’s plan, Smart 529 WV Direct College ...
The scope of the 529 plan has increased in recent years to include student loan repayment, apprenticeship programs and even the ability to convert unused funds to a Roth IRA. The 529 savings plan ...
SSgA Upromise 529 Plan Tops $1 Billion In Assets BOSTON--(BUSINESS WIRE)-- State Street Global Advisors (SSgA)*, the asset management business of State Street Corporation (NYS: STT) , today ...
A 529 plan, also called a Qualified Tuition Program, [ 1] is a tax-advantaged investment vehicle in the United States designed to encourage saving for the future higher education expenses of a designated beneficiary. In 2017, K–12 public, private, and religious school tuition were included as qualified expenses for 529 plans along with post ...
In 2013, Ascensus acquired Upromise Investments, Sallie Mae's 529 college savings plan administrator. [20] This resulted in the formation of its government savings division. The company also manages Ugift, its third-party giving program allowing family and friends to transfer money into 529 plans. [21]
The information you will need to open a 529 account may vary by plan. In general, though, expect to be asked for details such as Social Security number (or tax ID), date of birth, and address. You ...
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