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.
- Tax deduction for single filers$3,200/yr
- Tax deduction for joint filers$3,200/yr
Consumer Plans
Edvest
Wisconsin's Edvest 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....
Advisor Sold Plans
Tomorrow's Scholar 529 Plan
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 22 single fund options investing in Voya mutual funds and other mutual funds managed by BG Overseas, BlackRock Financial Management, CBRE Clarion, Credit Suisse, DIFA, Goldman Sachs, Hahn Capital Management, JPMorgan, Lazard, LSV, Polaris, Van Eck, Voya IM, and Wellington Management....