Using SMART529 for K-12 tuition is easy!

Start Saving for Your Child’s Education Today!

DOWNLOAD INFO KIT >

Start Saving for Your Child’s Education Today!

DOWNLOAD INFO KIT >

Did you know?

  • You can use SMART529 savings for private K-12 tuition
  • You can save for both K-12 tuition and college expenses in one account
  • You can access funds in your account at any time

 

How does it work?

  • Use for K-12 tuition up to $10,000 per year, per child*
  • No minimum investment
  • Earnings accumulate tax-free
  • Simple payment distribution options
  • Investment returns are not guaranteed, and you could lose money by investing in the Plan.

*Distributions are free from federal and West Virginia state tax. 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.

 

Convenient way to save

  • Choose between portfolios designed for a range of risk tolerances and time horizons
  • Automatic payroll deduction
  • Family and friends can help save with gifting programs

Start Saving for Your Child’s Education Today!

DOWNLOAD INFO KIT >

Start Saving for Your Child’s Education Today!

DOWNLOAD INFO KIT >

 


All information provided is for informational and educational purposes only and is not intended to provide investment, tax, accounting or legal advice. As with all matters of an investment, tax, or legal nature, you should consult with a qualified tax or legal professional regarding your specific legal or tax situation, as applicable. 

Not all 529 portfolios may be appropriate for saving for, or use for, K-12 Tuition Expenses. Please consult a financial professional for more information.

 

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