The CollegeInvest Advantage

Our Plans Provide a Colorado State Income Tax Deduction

CollegeInvest is committed exclusively to helping families save for college by offering expert information, simple planning tools and Colorado’s 529 College Savings Program with a Colorado state tax deduction.

CollegeInvest is the state administrator of four savings plans that offer special tax benefits that no other plan can provide to Colorado residents. Contributions made to any of the CollegeInvest plans are eligible for a Colorado state tax deduction¹ worth 4.63 percent. Limitations on the amount of the deduction are only limited by the Colorado taxable income reported in the tax return for the year of the contribution .

It’s simple!

As simple as 1, 2, 3… we will help with enrollment and education meetings to answer all the questions and show how three little steps is all it takes to get started. 

Find out How it Works!

 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.  

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.