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Content library

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

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Infographics

Pick your education savings brackets

529 plans go head-to-head against alternative savings options. Which one can help families get to the education savings finals?

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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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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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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Benefits of a 529 plan

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

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How to fund education savings without withdrawals

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

Presentations

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.

Presentations

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.

Presentations

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.

Presentations

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.

Presentations

Saving for your children's future

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