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Infographics
29 ideas for using your 529 plan
529 plans are a popular way to save for education, but did you know that they offer much more flexibility than just paying for college? Explore some of the many ways you can capitalize on a 529 plan’s flexibility and how it can be a valuable tool in planning for your financial future.
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Brochures
Navigating market cycles whitepaper
During unpredictable financial markets, it can be tempting to deviate from your education savings plan. While this is natural, it’s important to avoid impulsive decision-making, as it can lead to unwanted financial outcomes.
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Brochures
SECURE Act 2.0 overview
SECURE Act 2.0 has opened up a new and powerful planning avenue for education and retirement savers.
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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.
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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 describe the terms of your account with Scholar's Edge.
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.
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.
Infographics
Benefits of a 529 plan
See how 529 plans can benefit each generation and potentially help reduce debt.
Brochures
Accelerated gifting with 529 plans
Learn about how accelerated gifting works with 529 plans a part of your estate planning.
Brochures
Education savings checklist for families
Tips for how to have a conversation with kids focused on saving for education costs.
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.