ScholarShare 529

FLEXIBLE

Watch a video on how ScholarShare 529 helps you save for college with flexible investments.

A college savings plan
for whatever adventure
your kid chooses.

OPEN AN ACCOUNT

FLEXIBLE

A college savings plan
for whatever adventure
your kid chooses.

Watch a video on how ScholarShare 529 helps you save for college with flexible investments.

ScholarShare 529—built to flex with your changing needs.

Flexible Education Icon

Educational Options

Use your 529 savings at colleges, community colleges, universities, graduate and post-graduate programs, trade or vocational schools and apprenticeship programs.1

Flexible Out-of-State Opportunities Icon

Out-of-State Opportunities

Use your funds at schools in the United States or around the world.1

Flexible Adaptable Usage Icon

Adaptable Usage

Pay for tuition, room and board, fees, computers, textbooks, rent and more.

Flexible Transferable Beneficiaries Icon

Transferable Beneficiaries

Switch beneficiaries if you’d like.

Flexible Withdraw as Needed Icon

Withdraw as Needed

Withdraw your money for other purposes at any time.2

1At qualified institutions for approved higher education expenses 2Subject to taxes and penalties on earnings only

With ScholarShare 529, you get tax-free growth, low fees, smart investments and flexibility from a Gold-rated1 college savings plan.

1In an annual review (10/22/2019) of the largest 529 college savings plans (62 total), Morningstar identified 30 plans that rose above their typical peers, awarding those plans Gold, Silver and Bronze Morningstar Analyst Ratings for 2019. These forward-looking, qualitative ratings signal Morningstar's conviction in the plans' abilities to outperform their relevant benchmark and peer groups on a risk-adjusted basis over the long term. Morningstar evaluates college savings plans based on five key pillars - Process, Performance, People, Parent and Price. For more information about Morningstar's overview of ScholarShare 529, go to Morningstar.com. Past performance does not predict future results. Source: Morningstar.com. A Morningstar Analyst Rating for a 529 college savings plan is not a credit or risk rating. Analyst ratings are subjective in nature and should not be used as the sole basis for investment decisions.

Getting Started is Easy...

step1

Learn About the Plan

Find out about the plan benefits, how it works, the tax advantages, and how the funds can be used.

step2

Research Investments

Choose investment portfolios that fit your life-stage and goals, including age-based options.

step3

Open an Account

Open your ScholarShare 529 account today and start out on the path to saving for college.

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