College Savings Iowa 529 Plan
A great way to save for a child's education. This convenient 529 plan offers:
- Tax-advantaged investing1
- Iowa state tax deduction2
- A variety of investment options managed by Vanguard
- More ways to save with Ugift® — Give College Savings and Upromise® rewards3
As of December 2, 2013 Upromise Investments, Inc., Upromise Investment Advisors, LLC and Upromise Investments Recordkeeping Services, LLC are no longer affiliated with Upromise, Inc., SLM Corporation, Sallie Mae Bank, or its affiliates.
1 The availability of tax or other benefits may be contingent on meeting other requirements.
Upromise, the Upromise logo, and Ugift are registered service marks of Upromise, Inc.
State Street Global Advisors and SSgA are registered trademarks of State Street Corporation.
All other marks are the exclusive property of their respective owners. Used with permission.
2 Iowa taxpayers can deduct up to $2,811 in contributions per beneficiary account from their adjusted gross income for 2010. If withdrawals are not qualified, deductions must be added back to Iowa taxable income.
3 The Upromise rewards service is an optional service offered by Upromise, Inc., is separate from the College Savings Iowa 529 Plan, and is not affliated with the State of Iowa. Specific terms and conditions apply. Participating companies, contribution levels and conditions subject to change without notice. Transfers subject to $25 minimum. Upromise, Inc. is affliated with Upromise Investments, Inc. and Sallie Mae.
For more information about the College Savings Iowa 529 Plan, call 888-672-9116 or visit www.collegesavingsiowa.com to obtain a Program Description. Investment objectives, risks, charges, expenses, and other important information are included in the Program Description; read and consider it carefully before investing.
If you are not an Iowa taxpayer, consider before investing whether your or the designated beneficiary’s home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program.
College Savings Iowa is an Iowa trust sponsored by the Iowa state treasurer's office. The Treasurer of the State of Iowa sponsors and is responsible for overseeing the administration of the College Savings Iowa 529 Plan. The Vanguard Group, Inc., serves as Investment Manager and Vanguard Marketing Corporation, an affiliate of The Vanguard Group, Inc., assists the Treasurer with marketing and distributing the Plan. Upromise Investment Advisors, LLC, provides records-administration services. The plan's portfolios, although they invest in Vanguard mutual funds, are not mutual funds. Investment returns are not guaranteed and you could lose money by investing in the plan. Participants assume all investment risks, including the potential for loss of principal, as well as responsibility for any federal and state tax consequences. Vanguard Marketing Corporation, Distributor and Underwriter.