529 plans: Invest in the future
More great benefits
529 Plan Benefits
529 plans offer many benefits including:
- Federal and state tax benefits
- Professional investment management
529 plans versus other savings options
Check here to find out how 529 plans stack up against other ways to
save for college.
Ugift® Give College Savings
Ugift Give College Savings is available as a service of several
529 plans administered by Upromise Investments.
Link your Upromise rewards and 529 plan accounts
How much should you be saving to meet your college goals? Test your
readiness with this handy online college savings calculator.
Already have a SSgA Upromise 529 Plan Account?
View your account
Check your 529 account balance, transfer funds, and update your information.
529 college savings plans
Learn the basics of 529 plans.
Plan ahead with handy tools.
Set your investment goals
Learn the basics of 529 plans
Little by Little
Projects are easier when you do them little by little (even saving for
college). This children's book features "little" phrases for the
whole family to enjoy.
Before investing in the Plan, you should consider whether your or the
beneficiary's home state offers a 529 plan that provides its taxpayers
with favorable state tax and other benefits that are only available
through investment in the home state's 529 plan.
The SSgA Upromise 529 Plan (the "Plan") is administered by the
Board of Trustees of the College Savings Plans of Nevada (the "Board"),
chaired by the Nevada State Treasurer. ABD serves as the Program Manager.
ABD has overall responsibility for the day-to-day operations, including
distribution of the Plan and provision of certain marketing services. State
Street Global Advisors (SSgA) serves as Investment Manager for the Plan
except for the Savings Portfolio, which is managed by Sallie Mae Bank,
and also provides or arranges for certain marketing services for the Plan.
The Plan's Portfolios invest in either (i) Exchange Traded Funds and mutual
funds offered or managed by SSgA or its affiliates; or (ii) a Federal Deposit
Insurance Corporation (FDIC)-insured omnibus savings account held in trust
by the Board at Sallie Mae Bank. Except for the Savings Portfolio, investments
in the Plan are not insured by the FDIC. Units of the Portfolios are municipal
securities and the value of units will vary with market conditions.
Investment returns will vary depending upon the performance of the
Portfolios you choose. Except to the extent of FDIC insurance available
for the Savings Portfolio, you could lose all or a portion of your money by
investing in the Plan, depending on market conditions. Account Owners assume
all investment risks as well as responsibility for any federal and state tax
consequences. Upromise 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. Transfers from Upromise to an SSgA
Upromise 529 Plan account are subject to a $25 minimum.
Upromise and the Upromise logo are registered service marks of Upromise,
Inc. Ugift is a registered service mark of ABD. 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.