The Education Plan's
529 Learning Center
Discover our resources, guidance, and inspiration as you plan for a child’s future education. No matter where you are in your journey, we’re here to support you. And remember—a little today goes a long way.
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Discover our resources, guidance, and inspiration as you plan for a child’s future education. No matter where you are in your journey, we’re here to support you. And remember—a little today goes a long way.
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Financial Literacy
Learning how to manage money is one of the most important things a young person can do. Gaining an understanding of these skills early on can set the stage for a successful entry into adulthood and will serve them for their entire life. No matter what their age, they can start learning some elements of financial literacy now.
We’ve gathered resources you can use to help teach your kids about the importance of saving, managing their money and having a healthy financial outlook for the future.
A 529 plan can cover more than you might expect. Learn about surprising qualified education expenses that may be eligible.
Account Management
Understand how to open, manage, and update your 529 account with ease. Find guidance on changing beneficiaries, updating personal information, and tracking your savings progress.
Opening a 529 account is easier than you think. Learn how to get started in just a few steps.
Contributions & Withdrawals
Discover how to make contributions, set up recurring deposits, and withdraw funds when it’s time to pay for education expenses. Learn what qualifies as an eligible expense and how to avoid penalties.
Learn about 529 plan contribution limits and how much you can save for future education expenses.
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Investment Options
Explore the investment choices available within your 529 plan. Learn how age-based and static portfolios work and how to select options that align with your goals and risk tolerance.
Discover how compounding interest can help your education savings grow over time.
Helpful Content
Tax Benefits
Learn about the federal and state tax advantages of 529 plans. Understand how tax-free growth and qualified withdrawals can help your education savings go further.
Get a quick breakdown of the tax advantages that make 529 plans a smart way to save for education.
529 Gifting
Make it easy for family and friends to contribute to a child’s education. Learn how gifting works, contribution limits, and how gifts can support long-term education goals.
Learn how family and friends can contribute to your 529 plan and support your education savings goals.
Financial Literacy Basics
We’ve gathered resources and activities below you can use to help teach your kids about the importance of saving, managing their money and having a healthy financial outlook for the future.
- WHAT IS A BANK?
- FUN WITH BUDGETING YOUR MONEY
- MASTERING BUDGETING AND SAVING MONEY
- CHECKING VS. SAVINGS ACCOUNTS
- UNDERSTANDING PAYCHECKS
- SAVING FOR COLLEGE
- LEARNING ABOUT THE US DOLLAR
These learning materials were prepared in partnership with the Tutor Doctor Albuquerque.
Why Financial Literacy?
Learning how to manage money is one of the most important things a young person can do. Gaining an understanding of these skills early on can set the stage for a successful entry into adulthood and will serve them for their entire life. No matter what their age, they can start learning some elements of financial literacy now.
