Edvest Enrollment Brochure 2026

529 plans are one of the most popular ways families choose to save for college. Other methods include Roth IRAs or standard bank savings accounts. Why save for college with Edvest 529?

Bank Savings Account 2

Roth IRA 3

Edvest 529 1

Can reduce your WI state

taxable income.

Limitations apply.

Tax deferred growth

Tax-free withdrawals for qualified expenses

Investment Portfolios

No income restrictions

No age restrictions for withdrawals

High annual contribution limits

Read about material differences between Edvest 529, Roth IRAs and bank savings accounts in the disclosure. This material does not take into account any specific objectives or circumstances of any particular investor, or suggest any specific course of action. Be sure to consult your legal or tax professional for tax advice. No tax-free distributions for college expenses unless account owner is age 59 ½ or older and account has been established for five years.

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