Edvest College Savings Plan
Edvest is a 529 college savings plan available in Wisconsin that offers unique features for families saving for higher education. One notable aspect of this plan is its wide range of investment options, including age-based portfolios and individual fund choices, allowing participants to tailor their investment strategy based on their risk tolerance and investment preferences. Edvest also offers potential state tax benefits, including a state income tax deduction for Wisconsin residents' contributions. Additionally, the plan provides flexibility, allowing funds to be used at eligible colleges, universities, and trade schools nationwide. Edvest offers a convenient and tax-advantaged way for Wisconsin residents to save for educational expenses.
EnrollState Tax Incentive
$3,380 single / $3,380 joint beneficiary
Program Manager
TIAA-CREF Tuition Financing, Inc
Investment Manager(s)
TIAA, T. Rowe Price, MetWest
Plan type
Direct
Investments
Guided Investments
target-enrollment-portfolios
ESG Investments
Yes
Avg. expense fee
0.140%
Fee Range
0.10%-0.33%
Ratings
Backer Rating
Our rating is based on fees and tax savings advantages.
79%
for WI residents
61%
non-residents
Saving For College
Unbiased, independent resource for parents.
5
for WI residents
5
non-residents
Morningstar Rating
Once a year, the financial services firm Morningstar releases its 529 ratings.
Other
Connect with Mint.com
Track your finances in one place.
Yes
Connect with Backer
Full end to end enrollment, gifting and plan management.
Enrollment
Mobile app
Backer App covers this plan.
Yes
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Check out latest news about this plan.
General Recommendation
This is a direct sold 529 plan, rated as silver by Morningstar.
