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KY Saves 529 Plan Logo

Maybe you have been meaning to start saving for your child’s education. Or you already have a KY Saves 529 account (good job!), but you want to save more.

We get it, and at KY Saves, we want to help with an extra $25 contribution on us.

If you are ready to start saving:

  • Open a KY Saves account by April 30, 2021.
  • Sign up for automatic contributions from your bank account or payroll direct deposit at work.
  • When you do, we will deposit $25 into your new KY Saves account.

If you already have a KY Saves account:

  • Sign up for automatic contributions from your bank account or payroll direct deposit at work.
  • When you do, we will add $25 to your account.

If you already use automatic contributions or payroll direct deposit:

  • Increase your contribution and we will contribute an extra $25.

Open a new account and we will add $25, too.

Has your family welcomed a new addition since you opened your KY Saves account?

  • Open a new account for your newest child.
  • Sign up for automatic contributions from your bank account or payroll direct deposit at work.
  • We will contribute $25 into that new account.

For rules and eligibility, please read the Official Promotion Rules.

*This hypothetical example is for illustrative purposes only and assumes no withdrawals made during the period shown. It does not represent an actual investment in any particular 529 plan and does not reflect the effect of fees and expenses. Your actual investment return may be higher or lower than that shown Source: Bankrate Calculator. https://www.bankrate.com/calculators/savings/compound-savings-calculator-tool.aspx

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For more information about the Kentucky Educational Savings Plan Trust (KY Saves 529), call 877-598-7878 or visit www.kysaves.com to obtain a Program Description, which includes investment objectives, risks, charges, expenses, and other important information. Read and consider it carefully before investing.

Please Note: Before you invest, consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in that state’s qualified tuition program. You also may wish to contact directly your home state’s 529 college savings plan(s), or any other 529 plan, to learn more about those plans’ features, benefits, and limitations. You should also consult your financial, tax, or other advisor to learn more about how state-based benefits (or any limitations) would apply to your specific circumstances. Keep in mind that state-based benefits should be one of many appropriately weighted factors to be considered when making an investment decision.

KY Saves 529 is administered by the Kentucky Higher Education Assistance Authority. Ascensus College Savings Recordkeeping Services, LLC, is the Program Manager. The Program Manager and its affiliates have overall responsibility for the program’s day-to-day operations, including investment advisory services, recordkeeping, and administrative services.

Investment returns will vary depending upon the performance of the Investment Options you choose. Except to the extent of FDIC insurance available for the Capital Preservation Option, depending on market conditions, you could lose all or a portion of your money by investing in KY Saves 529. Account Owners assume all investment risks as well as responsibility for any federal and state tax consequences.

Ugift is a registered service mark of Ascensus Broker Dealer Services, LLC.

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