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MAIN NAVIGATION

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WA529 BLOG


LOWERING BARRIERS TO EDUCATION

(March 27, 2024) - There are some real barriers to attending college, and some
families are starting to wonder if it’s truly worth the effort. Certainly, life
is not one-size-fits-all, and a degree...

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HOW WILL MY 529 PLAN AFFECT MY FINANCIAL AID?

(Updated February 9, 2024) - Families often wonder how 529 plans affect
financial aid and how the two work together. The answer depends on a couple of
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(February 6, 2024) - Why 529 College Savings Plans are Perfect for Technical and
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are available to help by phone, email or video conference.
Please see our Contact Us page for details, hours, and additional information. 

"I did this for my son and it was one of the smartest things I ever did. He was
one of just a handful of his classmates that graduated without student debt."
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DISCLOSURE


DISCLOSURE

For information about GET, call 800-955-2318 or download the GET Program Details
Booklet. For more information about DreamAhead, call 844-529-5845 or download
the DreamAhead Program Details Booklet. The Program Details Booklets discuss
investment objectives, risks, charges, expenses, and other important
information; read and consider them carefully before saving.

Before you save with one of Washington's plans, consider whether your or the
beneficiary's home state offers any state tax or other benefits such as
financial aid, scholarship funds, and protection from creditors that are only
available for investments in that state's 529 plan. You also may wish to contact
your home state's 529 Plan(s), or any other 529 Plan, to learn more about those
plans' features, benefits, and limitations. Remember that state-based benefits
should be one of many appropriately weighted factors to consider when making an
investment decision. In addition, you should periodically assess, and if
appropriate, adjust your Section 529 Plan investment choices with your time
horizon, risk tolerance, and investment objectives in mind.

The Guaranteed Education Tuition (GET) program and DreamAhead College Investment
Plan (DreamAhead) are qualified tuition programs sponsored and distributed by
the State of Washington. The Committee on Advanced Tuition Payment and College
Savings administers, and the Washington Student Achievement Council (WSAC)
supports the plans. 

WSAC provides program management, recordkeeping, and administrative support for
GET. The Washington State Investment Board oversees GET’s investments. If
in-state tuition decreases in the future, GET tuition units may lose value.

Vestwell State Savings, LLC provides program management, recordkeeping, and
administrative support services for DreamAhead.  BNY Mellon Advisors provides
investment advisory services for DreamAhead. The underlying mutual funds in
which DreamAhead’s portfolios are invested are managed by various investment
managers, including Fidelity®, Vanguard, and Schwab Funds. The underlying mutual
funds may change at any time without notice. DreamAhead investment returns are
not guaranteed and you could lose money by investing in the plan. None of the
State of Washington, its agencies, Vestwell State Savings, BNY Mellon Advisors,
nor any of their applicable affiliates insures or guarantees accounts or any
investment returns on any DreamAhead account. 

BNY Mellon Advisors is an investment advisor registered in the United States
under the Investment Advisers Act of 1940.

© 2024 WA529. All rights reserved. All other trademarks, service marks, or
registered trademarks are the property of their respective owners. Used with
permission.

© 2024 WA529

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