It’s 5/29 and AZTC is launching its 529 College Savings Plan in conjunction with NEST and UBS Financial Service’s Scottsdale Wealth Management Group! All new accounts (up to 50) will receive a $50 account bonus by using promo code AZTC.
As far away as it may seem right now, your child will be ready for college in no time. Investing in higher education can make all the difference in the life your child will lead.
Here are the top 5 reasons to start saving for higher education with NEST.
Anyone Can Afford to Save
There is no minimum amount to start and no application fee or annual account fee. Save as little or as much as you can… the sooner you start, the better!
Use your funds at any accredited undergraduate or graduate public or private college or university or a two-year vocational, trade or technical school in the U.S. and abroad. Pay for college-related expenses, including tuition, fees, supplies, books or room and board.
NEST offers a robust lineup of investments that can be as simple or as customized as you like. Age-based options simplify the investment process or you can create your own custom portfolio.
Worthwhile Tax Advantages
Earnings on your investment grow tax-deferred while invested and are tax-free if used for higher education expenses. You may also be eligible for state tax or other benefits.
You’re in Control
Easily manage all aspects of your account from a secure website, including opening an account, contributing, selecting investment options, designating your beneficiary and withdrawing money. You can make saving easy with automatic contributions from your bank account or paycheck.
Learn more about how to get started with AZTC’s NEST 529 College Savings Plan here or by contacting Scottsdale Wealth Management Group at UBS Financial Services by email at ScottsdaleWMG@ubs.com or by phone at 480.443.5427.