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Submission: On January 29 via api from US — Scanned from US
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< Education and Custodial
* Education and Custodial
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COLLEGE SAVINGS
Opening a college savings account is a smart way to establish an education fund
for a family member, a friend, or even yourself. These accounts can offer tax
benefits, too. Get started with an account that's right for you.
LEARN MORE
* 529 EDUCATION SAVINGS PLAN
Establish a tax-advantaged education fund with high contribution limits for
yourself or someone else.
Learn more about our 529 plan.
Ready to get started?
Use our College Savings Calculator.
Open a 529 Account
* EDUCATION SAVINGS ACCOUNT
Set up a tax-deferred account to pay for educational expenses from
kindergarten through college.
Learn more about education savings accounts.
Download an Application
* CUSTODIAL ACCOUNT
Make a financial gift to a minor that may be used for education or other
purposes.
Learn more about custodial accounts.
or download an application.
Open a Custodial Account
ADDITIONAL RESOURCES
* College Savings Calculator
* College Planning
CONTACT
* SCHWAB CAN HELP
Call 877-735-6341 for help with college savings accounts.
Before investing, carefully consider the plan's investment objectives, risks,
charges, and expenses. This information and more about the plan can be found in
the Schwab 529 Guide and Participation Agreement available from Charles Schwab &
Co., Inc., and should be read carefully before investing. If you are not a
Kansas taxpayer, consider before investing whether your or the beneficiary's
home state offers a 529 plan that provides its taxpayers with state tax and
other state benefits such as financial aid, scholarship funds, and protection
from creditors that are only available in such state’s qualified tuition
program. Tax and financial aid treatment of 529 plans is subject to change. As
with any investment, it is possible to lose money by investing in this plan.
The Schwab 529 Education Savings Plan is available through Charles Schwab & Co.,
Inc. and is managed by American Century Investment Management, Inc. The plan was
created by the Kansas State Legislature under the provisions of Section 529 of
the Internal Revenue Code and is administered by the Kansas State Treasurer.
Notice: Accounts established under the Schwab 529 Education Savings Plan and
their earnings are neither insured nor guaranteed by the State of Kansas, the
Kansas State Treasurer, American Century Investments®, or Charles Schwab & Co.,
Inc. Accounts established under the Schwab 529 Education Savings Plan are
domiciled at American Century Investments and not Schwab.
American Century Investments receives remuneration from fund companies,
including JP Morgan Funds, American Beacon Advisors, and Metropolitan West
Management, LLC for recordkeeping, shareholder services, and other
administrative services associated with funds held in the Schwab 529 Education
Savings Plan portfolios.
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residents.
© 2023 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. Unauthorized
access is prohibited. Usage will be monitored.
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