The Education Plan can help them achieve more with less debt. And there are so many benefits to setting one up.
A 529 plan is a tax-advantaged tool to save and grow money for future education expenses. 529 plan savings have the opportunity to be invested and benefit from the potential of tax-free, compounding growth over time. Additionally, some states offer state income tax breaks on contributions, including New Mexico. Anyone can open and contribute to a 529 account for anyone else, including grandparents, relatives and friends. Learn More >
We put together answers to some of the most common questions about our plan. Would rather talk it through with someone? We’re here to help. Give us a call at 1-877-337-5268.