Enjoy significant estate tax benefits.
Through "accelerated gifting," you can reduce your taxable income by contributing five years' worth of gifts ($90,000 if single/$180,000 if married, filing jointly) to a CollegeChoice Advisor account in one year without incurring gift taxes.1
In addition, you may contribute up to $18,000 ($36,000 if married, filing jointly) in a single year without incurring a gift tax.
1 In the event you do not survive the five-year period, a pro-rated amount will revert back to your taxable estate.
Your advisor at work
See how a knowledgeable financial advisor can impact your college savings
Easier with family
With Ugift®, invite family and friends to celebrate special events by contributing to your 529 account.