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Infographics
Tips for a lifetime of successful savings
Throughout your life, you will have ideal opportunities to save for your goals like retirement and education. Learn how to take advantage of these opportunities when they arise.
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Infographics
How to fund education savings without withdrawals
Learn how to save for education without having to withdraw money from your bank or investment accounts.
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Brochures
Scholar's Edge 529 Spanish Brochure
¿Por qué invertir en plan 529? Un Plan 529 es una de las mejores maneras de ahorrar para la educación e invertir hoy puede significar más dinero ahorrado para el futuro.
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Enrollment Kit
Scholar's Edge 529 Enrollment Kit
The Scholar's Edge 529 Plan Enrollment Kit contains materials needed to enroll in the plan, including the Investor brochure, Enrollment forms and the Plan Description.
Enrollment Kit
Scholar's Edge Plan Description and Participation Agreement
This Plan Description and Participation Agreement describes the terms of your account with Scholar's Edge.
Brochures
Accelerated Gifting with 529 Plans
Learn about how accelerated gifting works with 529 plans a part of your estate planning.
Brochures
Scholar's Edge 529 Portfolio Options
View year of enrollment, target risk and individual portfolios.
Brochures
Scholar's Edge 529 for Account Owners
Learn why Scholar's Edge can help with your 529 education savings needs.
Infographics
Benefits of a 529 Plan
See how 529 plans can benefit each generation and potentially help reduce debt.
Brochures
Education Savings Checklist for Families
Tips for how to have a conversation with kids focused on saving for education costs.
Infographics
Benefits of Using a Financial Professional for 529 Plans
Financial Professionals can help your family reach your education savings goals, working with your unique financial situation.