Spring into triple tax benefits
including up to $3,860 in state tax deductions per beneficiary for single or married filing jointly. Open an Edvest 529 account and contribute by 4/15/24 to enjoy a state tax benefit on your 2023 Wisconsin return.
Don't let the clock run out!
Get your bonus before the offer ends.
Triple Tax Benefits of an Edvest 529 Account
Your contributions can go further with Edvest 529 plan tax benefits
State tax deduction
WI taxpayers may qualify for a 2023 state tax deduction up to $3,860 for single or married joint filers, per beneficiary for contributions made into an Edvest 529 account.
100% tax-deferred growth
Any earnings grow tax deferred. When you pay less taxes, you may have the ability to earn more and grow your college savings account faster—giving your beneficiary an even bigger head start!
Tax-free withdrawals for qualified expenses
Withdraw tax free for all qualified education expenses at any accredited college, university or technical college for tuition, certain room and board, books, computers and more.
Why an Edvest 529 account?
Your plan is financial aid friendly
Your 529 account is typically viewed as a parental asset for financial aid purposes and may count less against aid eligibility than the same funds held in your child's name.1
Your child has options
Savings can be applied to any accredited college or university across the country and abroad, technical colleges and even professional schools and graduate schools.
You have more control
You're never locked in and can withdraw your funds for any reason at any time.2
You enjoy more flexibility
Funds in your child's account are transferable to another eligible family member, which includes siblings, stepchildren, parents ... even cousins.