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Access literature and forms to help manage your education savings needs.

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Benefits of a 529 plan

See how 529 plans can benefit each generation and potentially help reduce debt.


Accelerated gifting with 529 plans

Learn about how accelerated gifting works with 529 plans a part of your estate planning.


Education savings checklist for families

Tips for how to have a conversation with kids focused on saving for education costs.


How to fund education savings without withdrawals

Learn how to save for education without having to withdraw money from your bank or investment accounts.


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.


Introduction to 529 plans

A 529 plan is a tax-advantaged investment vehicle within the United States designed to save for future higher education expenses for a specified beneficiary.


Comprehensive educational savings overview presentation

Use this comprehensive presentation to cover key details of the education landscape, 529 plans, and the benefits of investing with Scholar's Edge.


Scholar's Edge 529 information for investors

Information on the Scholar's Edge 529 Plan and how it may be a good fit for your investment plan.


Help your grandchild's education dream come true with Scholar's Edge

Information on 529 plans that grandparents may find useful in their investment plan.


Saving for your children's future

A general overview of education costs, 529 plans and why Scholar's Edge may be right for you.