Potential Value of $1 in 18 Years**

Chart compares the potential value of $1 over 18 years in a taxable vehicle ($2.59) verses a ScholarShare 529 tax-free account ($3.38) at a hypothetical 7% rate of return compounded continuously. Chart compares the potential value of $1 over 18 years in a taxable vehicle ($2.59) verses a ScholarShare 529 tax-free account ($3.38) at a hypothetical 7% rate of return compounded continuously.

More Money for College

Thanks to the tax advantages available with ScholarShare 529, you could have 25% more money for college.**

  • Tax-free growth on investment earnings.
  • Tax-free withdrawals for qualified expenses.
  • Tax-free repayment for education loans.

*If the funds aren't used for qualified higher education expenses, a 10% penalty tax on earnings (as well as federal and state income taxes) may apply. Non-qualified withdrawals may also be subject to an additional 2.5% California tax on earnings. **Hypothetical example assuming 7% returns compounded continuously. Tax calculations assume the maximum federal capital gains tax rate of 20% and the maximum CA marginal tax rate of 13.3%, that all taxes are paid at the end of the 18th year, and that local taxes are in excess of federal deductible amounts.

Smart Investments

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Strategies to support
your college saving
goals
and timeline.

Invest without extra work

on
your part.

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Low Fees

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Less than half the
average expenses of
other 529 plans.

No application or change-of-
beneficiary fees or commissions.

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A Plan for Everyone

Parents

Get real answers to your concerns about saving for college.

Grandparents, Family & Friends

There are a few simple steps you can take to help plan for your loved one’s future.

Students

There are so many ways ScholarShare can help you reach your college dreams.

Employers & Financial Professionals

Helping your employees and clients save for college helps you too.

The Buzz

Dec
08
Join Julio Lugo for a free, live on-line webinar Wed., December 8, 2021 at 1:00pm-2:00pm Pacific Time. RSVP is required, and instructions will be sent to you via...Read More
Dec
09
Join James Palen for a free, live on-line webinar Thu., December 9, 2021 at 11:00am-Noon Pacific Time. RSVP is required, and instructions will be sent to you via...Read More
Dec
15
Helping your employees save for college is easy. For them and for you. What we’re going to talk about: How important saving for college is to your employees...Read More
Nov
22
SACRAMENTO, Calif. – ScholarShare 529, California’s official college savings plan, announced today that the plan has achieved an extraordinary milestone,...Read More
Oct
14
SACRAMENTO, Calif. – With the recent passing of Assembly Bill 340, authored by Assemblymember Chris M. Ward and sponsored by State Treasurer Fiona Ma, ScholarShare...Read More

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