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529 College Savings Plan and Military Families

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529 College Savings Plan and Military Families

[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column][vc_column_text css_animation=”fadeInUp”]Whether you are an active member of the military or a retired veteran and looking for the best college saving plan for your family, there are several opportunities to help you succeed.

Your GI Bill can be transferred entirely, split between dependents, or divided between the service member and dependents. This offers greater flexibility when planning for future education. Since the GI Bill benefits may not cover all higher education expenses, a great complement to your GI Bill is saving for your or a loved one’s education plan with Achieve Montana. You can use the money saved in your Achieve Montana account to pay for fees, books, and other expenses the GI Bill might not cover. Use the GI Bill® Comparison Tool to see where you may have out of pocket expenses.

More information on the GI Bill benefits can be found at https://www.va.gov/education/about-gi-bill-benefits/.

Achieve Montana is a Section 529 qualified tuition program (529 plan) and is a key part of any family’s efforts to support their children’s future dreams and goals. The money saved in this tax-advantaged program can be used to help pay for tuition, fees, books, as well as certain room and board costs, for schools in Montana as well as eligible schools across the U.S. Funds can be used at eligible two- and four-year schools, trade and technical institutes, and even graduate schools.[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column][vc_separator color=”custom” css_animation=”slideInUp” accent_color=”#b5b5b5″][/vc_column][/vc_row]

Make room under the tree for a 529 college savings plan.

The sounds of their little feet racing down the stairs. The giggles of excitement as they spot their name under the tree. The overwhelming joy they experience opening a gift bought just for them. As parents, the magic of Christmas isn’t found in the getting, but in the giving. So, why wait? This holiday season, light up their future with an Achieve Montana 529 college savings account. It may not be the biggest gift under the tree, but it’s sure to be the brightest! And it’ll certainly last longer than that box of toys.

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Practical Ways to Save

When it comes to life, we love a good cheat sheet. And the same goes for college savings! While an Achieve Montana 529 savings account is the ultimate college savings tool (hello low minimums and tax-free withdrawals), it’s still just that – a tool. The true savings start with you! And with these practical savings tips, your journey can start today! Check out these quick and easy ways to get the most out of your 529 savings account.

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529 Savings Myths: BUSTED!

There are a lot of misconceptions out there when it comes to opening a 529 savings plan. And, we get it! Setting aside money and intentionally planning for your child’s future (or even your own) can be intimidating. Heck, we’re intimidated even saying it! But the truth is that it doesn’t have to be.

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