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Looking to Continue Your Education?
If you are:
- A current college student looking to finish your degree?
- An adult with no previous college and you want to go to school?
- A working adult but wanting to finish college?
- Or, currently searching for a graduate program or degree?
A CollegeInvest college savings plan can help you accomplish your goals.
These tax-advantaged
savings plans can be a complement to other funding sources:
- Savings can be used to cover the costs of tuition, books, supplies, and certain fees.
- Until December 31st, 2010, you can use your savings for required computer needs such as hardware, required software, internet access and accessories.
- And, you can use the funds in your account at any eligible college, university, community college, trade or vocational school nationwide.
The best part is every dollar you contribute to a CollegeInvest
plan can be deducted from your Colorado state income tax.1 Also, your funds in the account grow state and federal tax-deferred, and withdraws used for qualified higher education expenses are free from federal and state income tax.2
Save for your college plans. Save on your taxes as well.
» Learn more about 529s
» Learn more about CollegeInvest 529 College Savings Plans
» Review an Enrollment Checklist
» Enroll Now
Here are some other resources to help you with your higher education pursuits:
Upromise®
When you join Upromise, you can earn college savings from your everyday spending – on things like gas, dinner out, online shopping, and more. Plus, your earnings can be set up to transfer to your Direct Portfolio College Savings Plan account on a quarterly basis.3
It's a simple idea: register your current credit or debit card and every time you make an eligible purchase with a Upromise partner, a percentage of that money goes directly into your Upromise Rewards account, which can then be invested in a CollegeInvest Direct Portfolio college savings account. Save when you spend for groceries, dining out, online shopping, or more.
» Learn about Upromise
College In Colorado
Our partner in education has an entire section dedicated to Adult Learners and career planning. You can find information on searching for scholarships, creating a resume and cover letter, finding jobs, financial aid
calculators to understand college costs and financing possibilities, and much more.
» Visit CollegeInColorado
Colorado Department of Higher Education
The Colorado Department of Higher Education’s College Access Challenge Grant
team helps Colorado families break down financial barriers to college by offering a variety of presentations and workshops, including FAFSA Workshops, Financial Education Workshops, General Scholarship
Presentations and Financial Aid Presentations.
» Request a Presentation
Eligible Institutions
If there is a specific school you are interested in and would like to know if a 529 savings plan can be used there, visit http://www.savingforcollege.com/eligible_institutions/.
1 Contributions to the Plan(s) are deductible from Colorado state income tax in the tax year of the contribution
, up to your Colorado taxable income for that year. Such deductions are subject to recapture in subsequent years in which non-qualified withdrawals
are made.
2 The earnings portion of a non-qualified withdrawal
is subject to federal income taxes and any applicable state income tax, as well as an additional 10% federal penalty tax.
3 Upromise is an optional service offered by Upromise, Inc., is separate from the CollegeInvest Direct Portfolio, and is not affiliated with the State of Colorado. Terms and conditions apply to the Upromise service. Participating companies, contribution levels and terms and conditions are subject to change at any time without notice.
Important Considerations
To learn about CollegeInvest’s 529 program, its objectives, risks, charges, expenses, limitations, restrictions and qualifications regarding the Plans’ benefits and potential tax advantages, please read and consider carefully the Program Disclosure Statements (PDS) available at www.collegeinvest.org before investing. Also, check with your or your beneficiary’s home state to learn if it offers tax or other benefits for investing in its own plan. Administered and issued by CollegeInvest.
CollegeInvest and the CollegeInvest logo are registered trademarks of CollegeInvest.