Wisconsin 529 College Savings Plans

Wisconsin offers two 529 college savings plans Edvest is managed by TIAA-CREF Tuition Financing, Inc. and is available on a direct-sold basis. Voya, under contract with TIAA-CREF, manages the Tomorrow’s Scholar 529 plan which is sold through financial advisors. Wisconsin’s 529 plans do not require Wisconsin residency. The EdVest Advisor-sold plan ceased to operate under the Edvest name in October 2012 and assets held in the plan were combined with the Tomorrow's Scholar® program.

More information on the Wisconsin 529 plans is can be found in the links below.

Wisconsin 529 Tax Benefit

Consumer Plans

Wisconsin's Edvest 529 is a direct-sold 529 college savings plan available to residents of any state, and offers low minimums and a variety of investment options from TIAA-CREF, T. Rowe Price and others. Wisconsin residents may enjoy a state tax deduction for contributions to the plan....

Resident

5 / 5

Non-Resident

5 / 5
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Advisor Sold Plans

Voya, under contract with TIAA-CREF Tuition Financing, Inc., manages Wisconsin's Tomorrow's Scholar® 529 savings program. Voya succeeded Wells Fargo as program manager in late October 2012. The revised program features nine age-based options, five static allocation options, and 18 single fund options investing in Voya mutual funds and other mutual funds managed by Baillie Gifford Overseas Limited; BlackRock Financial Management, Inc.; LLC; Brandywine Global Investment Management, LLC; Columbia Management Investment Advisers, LLC; LLC; Delaware Investments Fund Advisers; Northern Trust Investments, Inc.; Polaris Capital Management, LLC; Teachers Advisors, Inc.; Victory Capital Management Inc; Van Eck Associates Corporation; Voya Investment Management Co. LLC; Wellington Management Company LLP BlackRock (Singapore) Limited Invesco Advisers, Inc. T. Rowe Price Associates, Inc. PanAgora Asset Management, Inc. Change: Teachers Advisors, Inc. to Teachers Advisors, LLC....

Resident

4.5 / 5

Non-Resident

4 / 5