Invest In Your Child’s Future Today! – Achieve Montana pixel

It seems like back-to-school time is always a rush. One minute you’re kicking back by the lake with your family and the next you’re trying to figure out why on earth your child needs not one, but four 3-inch binders?! And then, all of a sudden you blink, and they’re off to college! We get the struggle – like summer, the school years go by fast. With Achieve Montana, though, you don’t have to be caught off guard.

September is College Savings Month and the perfect time to begin saving. Opening an Achieve Montana 529 plan is one of the best ways you can prepare today for your child’s future (without the rush).

What is a 529 Plan?

A 529 plan is a tax-advantaged savings program designed to help you save for your child’s college education. You can use the money in your account to pay for tuition, fees, books, and even certain room and board costs. And not just at Montana schools! The funds can be used at eligible schools all across the country – including two and four-year colleges, apprenticeships, trade and technical institutes, and graduate school.

*This chart assumes an initial contribution of $3,000 and a hypothetical 6% return on investments. Calculations are based on bankrate.com/calculators/savings/simple-savings-calculator.aspx. Hypothetical results are for illustrative purposes only and are not meant to represent the past or future performance of an actual investment in any particular 529 plan or any taxes or penalties payable upon distribution.

LOW MINIMUMS

You can open an account for just $25 and make additional contributions for as little as $15 with payroll deduction.

FLEXIBLE INVESTMENT OPTIONS

We all have different goals. Achieve Montana lets you choose from a variety of investment styles and asset classes.

TAX-DEFERRED GROWTH

Your account earnings grow deferred from both federal and state taxes. Trust us – that’s a win!

READ ENROLLMENT KIT

Our enrollment kit is your one-stop shop for everything you need to know.

ENROLL ONLINE

Gather your personal information and open an account today. It just takes 10 minutes!

SET UP CONTRIBUTIONS

Begin making regular contributions. Invite your friends and family to give, too!

Ranked as one of the Top 10 Performing 529 Plans in the nation, Achieve Montana is passionate about providing families with affordable and effective ways to save for college with benefits. Your child’s future is important to us. Let us do the hard work while you enjoy every moment.