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Round Out the Year with ISave 529
Issued October 2024
Halloween is upon us, but no tricks here! We might have a new name, but at the core we’re still a long-standing 529 plan that helps families just like yours save for education. So, whether your student wants to be a princess, dragon slayer, cartoon character, firefighter or superhero, ISave 529™ can help you get them there.
ISave 529 Keeps Getting Better
Issued July 2024
It’s been an exciting first half of 2024 with historic updates for ISave 529 account owners! From another increase in the tax deduction amount to Roth IRA rollovers, we’ve worked hard this legislative season to continue growing the benefits of saving with ISave 529.
While this can be a season of slowing down to enjoy the “lazy days of summer” with rest and relaxation, our team is continuing full steam ahead with even more updates coming later this summer. Stay tuned for the next exciting chapter for ISave 529! Until then, enjoy.
Your Future Scholar Thanks You
Issued April 2024
Whether you’re a parent, grandparent, other relative or friend, being part of the village it takes to raise a child is bittersweet. One moment you’re opening a ISave 529 account for a dream that seems far away, only to be using the money in a blink of an eye. If they don’t already, your future scholar will recognize the significance of your savings and will thank you for it.
In this newsletter, we talk about using 529 Day as a way to encourage others to save, explain the definitions behind other funding options and help you maximize your account knowledge before it’s time to write that check.
The days are long and the years are short. May you enjoy every bittersweet moment, villagers!
Start Your New Year with New Savings Goals
Issued January 2024
The start of a new year is the perfect time to look back at how your savings has developed and determine where you’d like it to go. Setting savings goals and determining steps to achieve those goals, help set you, and the future scholars you’re investing for, up for success.
Scary Good 529 Tricks and Tips
Issued October 2023
Halloween is quickly approaching, and this season always brings fond memories. It’s more than the candy (although, that is arguably one of the best parts) – it’s about seeing your children actively fulfill their dreams. Whether that’s being a scientist, police officer, fire fighter, zoologist or even a Disney princess, rest assured you are saving for the day these dreams become a reality. In this newsletter, Treasurer Smith explores some of those dreams and different tools and tips you can use along the way.
The Power of Saving
Issued July 2023
There’s a great deal of power in saving. More than 284,000 people are saving for education expenses with ISave 529. In this quarter’s newsletter, Treasurer Smith highlights how investing for education savings now can have a big payoff later, how Upromise® can help give your account a boost, the different ways to withdraw from your account and a reminder to keep records of funds used for qualified education expenses beyond tuition.
Mark Your Calendar for 529 Day
Issued April 2023
Keeping you informed on ways to help you maximize your ISave 529 account is important to Treasurer Smith as administrator of the Plan. In this newsletter, Treasurer Smith highlights a variety of ways contributions can be made to your account – through our referral program, straight from your paycheck and from the palm of your hand. Enjoy!
