529 Savings Aren’t Just for College!
Times have changed, so we’re just going to get straight to the point – 529 savings plans aren’t just for college anymore. That’s right, we said it! And more parents need to hear it. We repeat: 529 savings can be used FOR MORE than just college! Is your student interested in becoming a carpenter? What about pursuing a trade as a dental hygienist or digital animator? Are you considering sending your kids to a private elementary or secondary school as they get older? A state 529 plan can cover all of this and more! With an Achieve Montana 529 savings plan account, your savings today can encourage your kids to pave their own way tomorrow – even, and especially, if that doesn’t include a typical college education. Designed for tax benefits now and savings for the future, Achieve Montana offers a simple and affordable way to save for all of their (and your) future dreams and goals. And, the best part is that savings grow right along with them, no matter how many times they change their mind.
Still on the fence?
Check out all the tax-free ways you can use the funds in an Achieve Montana 529 savings plan account:
College & Graduate School
At the end of the day, their future isn’t limited, and neither are the ways you can save.
Learn more about Achieve Montana and open a savings account for as little as $25 today.
For more information about Achieve Montana, download an Enrollment Kit at achievemontana.com or call 877.486.9271. The Enrollment Kit includes a Program Description that discusses investment objectives, risks, charges, expenses, and other important information; read and consider it carefully before investing.
If you are not a Montana taxpayer, consider before investing whether your or the beneficiary’s home state offers any state tax or other benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in that state’s qualified tuition program.
Achieve Montana is sponsored by the State of Montana and administered by the Montana Board of Regents of Higher Education, as sole trustee of the Montana Family Education Savings Trust. Ascensus College Savings Recordkeeping Services, LLC provides program management, recordkeeping and administrative support services for Achieve Montana. Blackrock Fund Advisors, Dimensional Fund Advisors LP, Charles Schwab Investment Management, Inc., New York Life Insurance Company and the Vanguard Group, Inc. each provide investment management services for the underlying investments comprising Achieve Montana’s portfolios.
Except to the extent of the New York Life Insurance Company guarantee that is available for the Capital Preservation Portfolio and certain of the Year of Enrollment Portfolios, investment returns are not guaranteed, and you could lose money by investing in Achieve Montana.