Benefits of a Wisconsin College Savings Plan:
100% Tax-Free Growth—pay no state and federal taxes on funds used toward qualified expenses
Go Anywhere—use at any accredited school in the U.S. and abroad.
Investment Choice—flexibility with professional management
State Tax Deduction—Wisconsin taxpayers may qualify for $3,340 per beneficiary from contributions made to an Edvest account. Limitations apply.1
Take advantage of this great $50 offer!
- Set up Recurring Contributions or Payroll Direct Deposit of $25 or more for six months from a bank account or by direct deposit of payroll.
- We'll add $50 to your savings.*
*When you open a new Wisconsin College Savings Plan account with a $50 contribution (and sign up for and maintain recurring contributions or payroll direct deposit of $25 or more per month for a minimum of 6 months) between May 26, 2020, at 12:01 a.m. and May 31, 2020, at 11.59 p.m. (CT), Edvest will match $50 on or before January 31, 2021. Click here for official Terms and Conditions. Void where prohibited or restricted by law. Sponsored by the Wisconsin College Savings Plan.
1To learn more about the Wisconsin College Savings Plan, its investment objectives, tax benefits, risks and costs, please see the Plan Description at Edvest.com. Read it carefully. Investments in the Plan are neither insured nor guaranteed and there is the risk of investment loss. Consult your legal or tax professional for tax advice. If the funds aren't used for qualified education expenses, a 10% penalty tax on earnings (as well as federal and state income taxes) may apply. Wisconsin taxpayers can qualify for a state tax deduction up to $3,340 per beneficiary from contributions made into a Wisconsin 529 college savings plan.
TIAA-CREF Individual & Institutional Services, LLC, Member FINRA, distributor and underwriter for the Wisconsin College Savings Plan.
For terms and conditions, click here.