Want to learn more? SMART529 has the resources you need when it comes to planning for higher education. Read on to learn more about the potential benefits and features of 529 plans, planning for college, and making the most of your investments.
The What & Why of 529s
A 529 plan is a tax-advantaged savings plan designed to encourage families to save for college.
Are you making the most of your 529 plan? The more you know about your 529 plan, the more you may be able to benefit from it.
Earnings on your SMART529 WV Direct account grow tax-deferred, leaving all of your money invested to accumulate for college.
All About College
College Savings Choices
You have several choices when you are determining your college savings strategy. The following chart highlights the most popular choices and the potential tax advantages of each.
How to Prepare for College
Planning for your student future? Explore planning resources for curriculum, campus visits, and financial aid.
How to Save for College
Learn how to save for college, make college costs more manageable, and pay for college once your student gets accepted.
Starting Early
Elementary & Middle School
Start young and create a plan for your future student. Help your student develop strong study skills, self-advocacy tools, and extracurricular interests to help set them up for success later in their academic careers.
Paying for K-12 Tuition
Using SMART529 for K-12 tuition is easy. You can save for both K-12 tuition and college expenses in one account.
Estate & Legacy Planning
Did you know that assets held in a SMART529 plan are generally not subject to federal estate tax? Usually, contributions made to SMART529 accounts will not be included in your estate.
