About Us

About
Us

About Achieve Montana

College Savings for Their Future

Achieve Montana is a 529 Plan designed to help individuals and families save for college in a tax-advantaged way. Its benefits include: tax-deferred growth, generous contribution limits and investment options that invest in mutual funds and other investments from Blackrock Fund Advisors, Dimensional Fund Advisors, Charles Schwab Investment Management, New York Life Insurance Company, and the Vanguard Group.

About Achieve Montana

Higher education is the key to helping children move toward their future dreams and goals. That’s why it is so important to start a plan now to save for tomorrow’s college costs. Achieve Montana has been developed to give families like yours an affordable and simple, yet effective way to save for college with benefits.

529 Plan Benefits

Tax-deferred growth, generous contribution limits and investment options that invest in mutual funds and other investments from leading investment firms including Blackrock Fund Advisors, Dimensional Fund Advisors, Charles Schwab Investment Management, New York Life Insurance Company, and the Vanguard Group. Higher education is the key to helping children move toward their future dreams and goals. That’s why it is so important to start a plan now to save for tomorrow’s college costs.

Additional Benefits

Contributions you make to Achieve Montana may be eligible as a yearly deduction of up to $3,000 per taxpayer per year ($6,000 for those married, filing jointly) from adjusted gross income in computing Montana state income tax. To be eligible, the contribution must be made to your account, an account owned by your spouse, on an account owned by your child or stepchild if your child or stepchild is a Montana resident.*

*Contributions may be subject to recapture in certain circumstances, such as a federal non-qualified withdrawal, rollovers to another state’s 529 plan, or a withdrawal from an account that was opened within one year prior to the date of the withdrawal, as described in the Program Description. (Recaptured Withdrawal). If the account owner is no longer a Montana resident at the time of a Recaptured Withdrawal, we may withhold the potential recapture tax from the Recaptured Withdrawal.

Please read the Program Description for additional information. You can also reach our Client Service Representatives by email at clientservice@achievemontana529.com or by phone at 1-877-486-9271, Monday through Friday from 7 a.m. to 6 p.m., Mountain Time.