Why these 529 College Savings Plans are different:
These 529 plans offer you not only a great way to save, you get two great ways to earn more for college with Upromise1 and Ugift. This is due to the unique relationship we have with Upromise Investments and Upromise Investment Advisors-Sallie Mae affiliates and America's leading administrator of 529 plans.
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SSgA Upromise 529 Plan
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529 Plan Features:
Take Advantage of Federal Tax-Deferred Savings:
- When your student is ready for school, you can withdraw funds tax-free, for qualified higher education expenses: tuition, mandatory fees, books, supplies, equipment required for enrollment or attendance, and certain room and board costs.2
- Many states also offer a state tax incentive or other benefits to residents who enroll in their plan3
Get Two Great Ways to Save More for College:
- Invite friends and family to give the gift of education through Ugift®
- Turn your everyday purchases into more money for college with Upromise®
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 Upromise rewards is an optional service offered by Upromise, Inc., is separate from the SSgA Upromise 529 Plan, and is not affiliated with the State of Nevada. Terms and conditions apply to the Upromise service. Participating companies, contribution levels, and terms and conditions are subject to change at any time without notice. Upromise, Inc. is affiliated with Upromise Investments, Inc. and Sallie Mae Bank.
2 Earnings on non-qualified withdrawals are subject to federal income tax and may be subject to a 10% federal penalty tax, as well as state and local income taxes. The availability of tax or other benefits may be contingent on meeting other requirements.
3 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.
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