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Wisconsin College Savings 529 Plan

Tomorrow's Scholar is a state-sponsored 529 college savings plan administered by the State of Wisconsin.  Some key features of the Tomorrow's Scholar College Savings Plan are:

*Any growth or earnings in your account is federally tax free if used for education.

*Withdrawals for qualified education expense are also free from federal tax.

*Reduce from Wisconsin taxation income up to $3,340 (2019 Year) of annual contributions for each child's(beneficiary) account (adjusted annually for inflation).

*The reduction is available to anyone who makes contributions during the tax year, regardless of whether they are the account owner or their relationship to the beneficiary.

*Contributions may be made for the current tax year up to April 15th of the following year.

*Contributions that exceed the maximum reduction amount for a tax year may be carried forward to reduce future taxation income

*Account balance is excluded from calculation of state funded financial aid awards.

*529 accounts are protected from claims by creditors.

 

Click here to calculate estimated payments

 

Please contact us or visit the website below for more information about Tomorrow's Scholars.

http://529plans.investments.voya.com/Wisconsin/index.htm

 

 

California Insurance License #: #0I25206

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Roman, Roman & Associates is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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