EdVest

EdVest is a state-sponsored Section 529 plan allowing Wisconsin residents to deduct up to $3,000 in pre-tax contributions annually to an investment fund for a beneficiary's college education. The beneficiary is the individual for whose benefit these funds will be used. It may be anyone; for example, it could be a child, grandchild, or even yourself. The beneficiary must be a U.S. citizen or resident alien.

Employees can begin an account with as little as $25 or as much as $246,000. Contributions can cover tuition, books, room and board, and other qualified expenses. For more information, visit the EdVest web site, or call toll free 1-888-338-3789.