At ScholarShare 529, we know how important it is to reach your college savings goals. That's why we invite you to celebrate 529 Day with us and open a new ScholarShare 529 college savings account.
Benefits of a ScholarShare 529 College Savings Plan:
100% Tax-Free Growth — pay no state and federal taxes on funds used toward qualified expenses
Low Cost** — less than half the national average
Go Anywhere — use at any accredited school in the U.S. and abroad
Investment Choice — flexibility with professional management
Take advantage of this great $50 offer!
- Set up an Automatic Contribution Plan of $25 or more for six months.
- We'll add $50 to your savings.*
*When you open a new ScholarShare 529 College Savings Plan account with a $50 contribution (and sign up for ongoing automatic contributions of $25 or more per month for a minimum of 6 months) between May 29, 2018, at 12:01 a.m. and June 1, 2018, at 11:59 p.m. (PST), ScholarShare 529 will match $50 on or before January 31, 2019. Visit ScholarShare529.com/529Day for official Terms and Conditions. Void where prohibited or restricted by law. Sponsored by ScholarShare 529 College Savings Plan. **Source: Strategic Insight 529 College Savings Quarterly Fee Analysis, Fourth Quarter 2017
To learn more about the California 529 College Savings Plan, its investment objectives, tax benefits, risks and costs, please see the Disclosure Booklet at ScholarShare529.com. Read it carefully. Investments in the Plan are neither insured nor guaranteed and there is the risk of investment loss. Consult your legal or tax professional for tax advice, including the impact of the new federal tax changes. If the funds aren't used for qualified education expenses, a 10% penalty tax on earnings (as well as federal and state income taxes) may apply. Non-qualified withdrawals may also be subject to an additional 2.5% California tax on earnings. Check with your home state to learn if it offers tax or other benefits such as financial aid, scholarship funds or protection from creditors for investing in its own 529 plan.
TIAA-CREF Individual & Institutional Services, LLC, Member FINRA and SIPC, distributor and underwriter for the California 529 College Savings Plan.
For terms and conditions, click here.