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Wisconsin 529 plans
Wisconsin residents receive numerous state plan benefits.
Learn about state tax benefits ↓Wisconsin residents receive numerous state plan benefits.
Learn about state tax benefits ↓Featured 529 plans for Wisconsin residents:
State tax deduction or credit
Contributions to a Wisconsin 529 plan of up to $5,130 per beneficiary by an individual or married couple filing jointly, and up to $2,560 per year by married couple filing separately, are deductible in computing Wisconsin taxable income. The deduction is available to any Wisconsin taxpayer who contributes to an account in the plan, not just the account owner. Contributions exceeding the maximum deduction amount for the tax year may be carried forward to future tax years. Rollover contributions of the principal amount from another state's 529 plan are eligible for the Wisconsin income tax deduction subject to applicable yearly limitations.
Which 529 plans does Wisconsin offer?
Wisconsin offers two 529 savings plans available to residents of any state. Direct-sold Edvest is managed by TIAA, while the advisor-sold Tomorrow's Scholar Plan is managed by Voya.
Direct sold 529 plans
"Do-it-yourself" type plans in which the saver enrolls and sets up the initial investment. Fortunately most 529 plans make this simple! You'll pay no sales charges beyond fund and administrative fees.
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4 / 5
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Advisor sold 529 plans
Plans offered by investment professionals. You'll gain the guidance of a financial advisor, but will incur sales charges and/or fees as you invest.
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4 / 5
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Saving For College is an unbiased, independent resource for parents and financial professionals, providing them with information and tools to understand the benefits of 529 college savings plans and how to meet the challenge of increasing college costs.
