529 Plan Benefits and Features

Why Learning Quest? Our 529 college savings plan puts you in control — allowing you to be informed, contribute easily, and take advantage of the power of compounding assets and reduce reliance on future loans. It's a smart choice to shape your children's future and give them every opportunity they deserve.

Here's why you should invest with Learning Quest:

 

1

Opening a 529 Plan and Managing it is Easy

It takes just a few minutes to open an education savings plan. Our customer-focused enrollment process is simple and straightforward. Easily manage your account online, too. Of course, we're always here to help if needed.

Learn More About Opening a 529 Plan 

2

Plan Flexibility

Funds may be used at accredited higher education institutions anywhere in the United States such as 2- or 4-year college, vocational school or technical college, and graduate school. Funds may also be used at any K-12 education institutions. Your child does NOT need to attend college in your home state.

Learn More About Plan Flexibility 

3

529 Tax Benefits

The funds in your education savings account grow tax-deferred and qualified 529 withdrawals are tax-free. That means more money in your pocket. Take advantage of several tax benefits at the federal and state level. It's the smart way to save! 

The availability of tax or other state benefits (such as financial aid, scholarship funds and protection from creditors) may be conditioned on meeting certain requirements, such as residency, purpose for or timing of distributions, or other factors.

Learn More About 529 Tax Benefits 

4

Affordable Contributions

You choose how and when to contribute — set up recurring contributions from your bank account or paycheck through payroll deduction, or make a one-time payment. See how regular investing pays off.

Learn More About Affordable Contributions 

5

529 Plan Investments

No two investors are the same. That's why we offer a variety of 529 investment options that allows you to select what's best for you and your family depending on your comfort level and goals.

Learn More About 529 Plan Investment Options