Smart529

Think Outside the Box this Holiday Season

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Think Outside the Box this Holiday Season

 Finding the perfect gift for the children in your life can be a little exhausting.  Toys lose their excitement after a few hours and clothes don’t always fit. This year, think outside the box and start a new tradition – give the gift of education.  By saving in a SMART529 college saving account for a child you love, you are not only making an investment in their future but also placing an emphasis on the importance of education. 

Earnings on 529 investments accumulate tax-free, and distributions are tax-exempt as long as they are applied toward eligible education expenses such as tuition and room and board.*  As the parent, grandparent, family member or family friend, you are the owner of the account and are in control of the investment and can benefit from the tax advantages. 

Whether the child you love chooses to go to college, university or trade school, saving in a 529 plan can help them fulfill their dreams.
Learn more about giving the gift of education this holiday season.


Bright Futures begin with Smart Savings.




* Non-qualified withdrawals are taxable as ordinary income to the extent of earnings and may also be subject to a 10% federal income tax penalty. Such withdrawals may have state income tax implications.

203927  10/17

Updated 10/26/2017