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Guest View: Making Education Saving Simpler

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About Us

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Guest View: Making Education Saving Simpler

[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column][vc_column_text css_animation=”fadeInUp”]Achieve Montana, the official 529 plan for the state, is pleased to announce several changes designed to help Montana families save for the future education of their children. These changes lower fees, updated age-based investing options, two new investment portfolios and more.

As the official 529 plan for Montana, Achieve Montana strives to make saving for higher education simple. With that in mind, Achieve Montana is pleased to announce several changes which will lower fees, increase portfolio options and more. The improvements are designed to help you set up and maintain a 529 account as an affordable and effective way to save for the future education of your children.

First, the age-based investment options now feature seven different portfolios, two more than previously. The portfolios have also been transitioned away from age-based options and into year-of-enrollment investment options. These feature lower fees and a more gradual shift in the asset allocation away from stocks. In other words, the portfolio will automatically re-balance the asset mix to be more conservative as your child nears their higher education enrollment date, helping to preserve the assets in the fund.

As for the fees, they have been reduced significantly and include reductions in the underlying fund expenses as well as the service fee and state administrative fee. It’s an overall decrease of up to 29%!

These are certainly challenging times in our country and state. Achieve Montana is here to remind you that no matter how hectic today is, tomorrow will be here eventually, and if you commit to saving for your child’s education now, you can help ensure a solid future. Remember, time is on your side. You will have years before you will need to access the savings account for your child’s education.

Achieve Montana has the expertise and resources to help make saving simple. All the details about these improvements can be found at AchieveMontana.com or you can call 1-877-486-9271 for more information. Remember, Achieve Montana is here to help you achieve your savings goals.

Here at Achieve Montana, the official 529 plan for Montana, we spend a lot of time encouraging parents to start financial planning for their child’s future education. It’s an important topic and we want to make it easy for Montanans to save and to help minimize or even eliminate potential student debt.

Parents, grandparents and others can use an Achieve Montana 529 plan as an affordable, simple and effective way to save for the future education of their children, grandchildren, nieces and nephews. The accounts have generous contribution limits and a range of attractive investment options. Investments have immediate tax benefits, and accounts can be opened with as little as $25.

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

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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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