ScholarShare 529 College Savings Plan

Make the most of your college savings.

Financial gurus like James agree: ScholarShare 529 is a smart way to reach your college savings goals. With 100% tax-free growth, it could mean as much as 25% more money for college. Now even a kid can tell you that's a winning investment.

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Tax-free growth
can mean a lot
more money for
your higher

This hypothetical example assumes an initial contribution of $5,000, monthly contributions of $50 for 18 years, and an average annual return of 7% compounded monthly for an effective rate of 7.23%. Tax calculations assume the maximum federal capital gains tax of 20% and the maximum state marginal tax rate of 13.3%. At the end of the accumulation period the taxable account would be worth $31,290. The ScholarShare 529 account would be worth 25% more than that amount or $39,049. Assumes taxes are paid in lump sum at the end of the accumulation period, and state taxes are not federally deductible. This is only an example and you should expect that your performance and personal tax situation may vary. Past performance does not guarantee future results.


More reasons to choose ScholarShare 529...

ScholarShare 529 Portfolios charge less than half the national average for 529 plans.

ScholarShare 529 offers a variety of professionally managed investment portfolios to fit your life situation, risk tolerance and college savings goals.

Withdrawals can be used at any accredited school in the United States for approved higher education expenses.

Anyone can
Moms and dads, grandmas and grandpas, aunts and uncles and friends that feel like aunts and uncles. Everyone can help save for higher ed.

Get started today.

Open your account with as little as $25 dollars.

Get more information on ScholarShare 529
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