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Brochures
Accelerated Gifting with 529 Plans
Learn about how accelerated gifting works with 529 plans a part of your estate planning.
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Infographics
Benefits of a 529 Plan
See how 529 plans can benefit each generation and potentially help reduce debt.
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Brochures
Education Savings Checklist for Families
Tips for how to have a conversation with kids focused on saving for education costs.
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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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Videos
How Do 529 Plans Work?
Watch to learn the basics of how 529 plans work, and how saving early can help.
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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
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 Using a Financial Professional for 529 Plans
Financial Professionals can help your family reach your education savings goals, working with your unique financial situation.
Infographics
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!