Accelerated Gifting with 529 Plans
Learn about how accelerated gifting works with 529 plans a part of your estate planning.
Benefits of a 529 Plan
See how 529 plans can benefit each generation and potentially help reduce debt.
Education Savings Checklist for Families
Tips for how to have a conversation with kids focused on saving for education costs.
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.
How Do 529 Plans Work?
Watch to learn the basics of how 529 plans work, and how saving early can help.
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.
Scholar's Edge Plan Description and Participation Agreement
This Plan Description and Participation Agreement describes the terms of your account with Scholar's Edge.
Scholar's Edge 529 Portfolio Options
View year of enrollment, target risk and individual portfolios.
Scholar's Edge 529 for Account Owners
Learn why Scholar's Edge can help with your 529 education savings needs.
Tax Benefits by State
Learn the tax advantages for 529 plans in your state.
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.
How to Thrive While Remote Learning
Creating an environment that's primed for learning can help your family stay on track with education goals. Follow these helpful tips!