Resources

529 Plans: Saving for Education


Saving for the Future

The majority of people feel that education can lead to better employment opportunities and higher earning potential.1 But the high cost of education is a challenge.

529 plans can help.
529 plans allow families to save for education expenses related not just to college, but also K-12 elementary or secondary public, private or parochial school tuition —and to do so in a vehicle specifically structured to help, with tax advantages and high contribution limits. Plus, some states offer state tax benefits for contributions to a 529 account.


Why are 529 Plans Important?

Help your clients save today for tomorrow’s education expenses.


Start the Conversation

Bring the 529 plan into client conversations with help from our Education Savings Conversation roadmap, or consult some of our additional resources to learn more about how a 529 plan can help meet your client’s financial goals:


Ready to Enroll Clients?

With the SSGA Upromise 529 Plan, you can offer your clients a way to save today for future education needs. The SSGA Upromise 529 Plan offers:

  • A variety of investment options from State Street Global Advisors
  • Valuable tax benefits2
  • SPDR® ETFs as the main investment vehicle for the 529 Portfolios3