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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 per year (any filing status) are deductible in computing Wisconsin taxable income.The pre-filled "Maximum yearly in-state deduction" assumes the claimant has one account. Adjust "Maximum yearly in-state deduction" for multiple accounts with separate beneficiaries, but do not exceed the amount of investment in "This year's 529 investment". The limits are adjusted each year for inflation. Wisconsin permits excess contributions to be carried over and deducted over an unlimited number of years. Note that the beneficiary does not need to be related to the claimant in order for the claimant to receive the deduction.
Which 529 plans does Wisconsin offer?
Wisconsin offers two 529 college savings plans Edvest is managed by TIAA-CREF Tuition Financing, Inc. and is available on a direct-sold basis. Voya, under contract with TIAA-CREF, manages the Tomorrow’s Scholar 529 plan which is sold through financial advisors. Wisconsin’s 529 plans do not require Wisconsin residency. The EdVest Advisor-sold plan ceased to operate under the Edvest name in October 2012 and assets held in the plan were combined with the Tomorrow's Scholar® program.
More information on the Wisconsin 529 plans is can be found in the links below.
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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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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