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CollegeChoice 529 Investment Plan - Advisor Sold/Direct Sold

The CollegeChoice 529 Investment Plan is a tax-advantaged education savings plan that combines attractive tax benefits with high contribution levels and flexible investment choices to provide a comprehensive solution to your college funding needs. It also allows you to invest on behalf of a college-bound beneficiary, while retaining control over the assets. When the beneficiary is ready to enroll, you simply withdraw money free from federal taxes to cover qualified higher education expenses at any accredited eligible U.S. or foreign post-secondary school1 ? from public and private universities, to graduate schools, to vocational-technical schools.

Program type: Savings

How to enroll: ll directly with the program.

State residency requirements: None

Benefits - Tax Exemptions: Yes

Benefits - Tax Credits: Yes

Benefits - Tax Deductions: No

Benefits - Matching Grant: No

Phone: 866-400-7526

Website: www.collegechoiceplan.com


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