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ADVISOR
Their future is filled with unlimited potential

Indiana's 529 advisor-sold program, the CollegeChoice Advisor 529 Savings Plan, is a tax-advantaged education savings plan that allows you to invest for a child's education while you retain control of the assets.

When the child is ready to enroll, you can withdraw money federal tax-free to cover qualified higher education expenses at any eligible U.S. or foreign post-secondary school.*

Now, take a closer look at what a 529 college savings plan can do for you and your child - and how the CollegeChoice Advisor 529 College Savings Plan can help you prepare for your child's future.

About 529 plans 

Benefits of CollegeChoice Advisor

More Ways to Save

Benefits of a Financial Advisor

FAQs

* 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.

Upromise is an optional service offered by Upromise, Inc., is separate from the CollegeChoice Advisor 529 Savings Plan, and is not affiliated with the State of Indiana. 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. Transfers from Upromise to a CollegeChoice Advisor 529 Savings Plan account are subject to a $25 minimum.

Upromise and the Upromise logo are registered service marks of Upromise, Inc.

© 2015 Indiana Education Savings Authority and Ascensus Broker Dealer Services Inc., Member FINRA. All Rights Reserved.

Not FDIC-Insured (except for the Savings Portfolio). No Bank, State or Federal Guarantee May Lose Value