Skip to content

Menu Close

Cares Act Updates

Communication Financial Protection

Additional Resources

Communication Financial Wellness

Hindsight Is 20/20

Learn MoreLearn More

Illustration of 529 plan in theme of elementary education writing pad with chalkboard and headings What is a 529 plan and Who owns the funds. This image discribes 529 state sponsored plans for saving and investing money to withdraw tax-free for future qualified education expenses. These plants can be granted to anyone with a social security number or tax ID number - even the account beneficiary. Account holders are free to change the beneficiary at any time.

Communication

529 Plans

Learn MoreLearn More

Communication Resources

‘Tis the Season to Spend Smart

Learn MoreLearn More

Close