ScholarShare 529

TAX-FREE GROWTH

Watch a video on how your savings can grow tax-free with ScholarShare 529.

100% tax-free growth
can mean more
money for college.

OPEN AN ACCOUNT

TAX-FREE GROWTH

100% tax-free growth
can mean more
money for college.

Watch a video on how your savings can grow tax-free with ScholarShare 529.

Let’s say you open a ScholarShare 529 account and your friend opens a taxable investment account.

You each contribute $1 the day your children are born. Thanks to the tax advantages available with ScholarShare 529, 18 years later you could have a lot more money for college.1

Smart choice, you.

This chart depicts the potential value of $1 in 18 years for a taxable account ($2.59) compared to a ScholarShare 529 account ($3.38).

1. Hypothetical example assuming 7% returns compounded continuously. Tax calculations assume the maximum federal capital gains tax rate of 20% and the maximum CA marginal tax rate of 13.3%, that all taxes are paid at the end of the 18th year, and that local taxes are in excess of federal deductible amounts. ScholarShare 529 tax status assumes use for approved higher education expenses.

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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