Iowa Educational Savings Plans Trust

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College Savings Iowa Keeps Getting Better

Issued July 2024

It’s been an exciting first half of 2024 with historic updates for College Savings Iowa account owners! From another increase in the tax deduction amount to Roth IRA rollovers, we’ve worked hard this legislative season to continue growing the benefits of saving with College Savings Iowa.

While this can be a season of slowing down to enjoy the “lazy days of summer” with rest and relaxation, our team is continuing full steam ahead with even more updates coming later this summer. Stay tuned for the next exciting chapter for College Savings Iowa! Until then, enjoy.

July 2024 Newsletter

Your Future Scholar Thanks You

Issued April 2024

Whether you’re a parent, grandparent, other relative or friend, being part of the village it takes to raise a child is bittersweet. One moment you’re opening a College Savings Iowa account for a dream that seems far away, only to be using the money in a blink of an eye. If they don’t already, your future scholar will recognize the significance of your savings and will thank you for it.

In this newsletter, we talk about using 529 Day as a way to encourage others to save, explain the definitions behind other funding options and help you maximize your account knowledge before it’s time to write that check.

The days are long and the years are short. May you enjoy every bittersweet moment, villagers!

April 2024 Newsletter

Start Your New Year with New Savings Goals

Issued January 2024

The start of a new year is the perfect time to look back at how your savings has developed and determine where you’d like it to go. Setting savings goals and determining steps to achieve those goals, help set you, and the future scholars you’re investing for, up for success.

January 2024 newsletter

Scary Good 529 Tricks and Tips

Issued October 2023

Halloween is quickly approaching, and this season always brings fond memories. It’s more than the candy (although, that is arguably one of the best parts) – it’s about seeing your children actively fulfill their dreams. Whether that’s being a scientist, police officer, fire fighter, zoologist or even a Disney princess, rest assured you are saving for the day these dreams become a reality. In this newsletter, Treasurer Smith explores some of those dreams and different tools and tips you can use along the way.

October 2023 Newsletter

The Power of Saving

Issued July 2023

There’s a great deal of power in saving. More than 284,000 people are saving for education expenses with College Savings Iowa. In this quarter’s newsletter, Treasurer Smith highlights how investing for education savings now can have a big payoff later, how Upromise® can help give your account a boost, the different ways to withdraw from your account and a reminder to keep records of funds used for qualified education expenses beyond tuition.

July 2023 Newsletter

Mark Your Calendar for 529 Day

Issued April 2023

Keeping you informed on ways to help you maximize your College Savings Iowa account is important to Treasurer Smith as administrator of the Plan. In this newsletter, Treasurer Smith highlights a variety of ways contributions can be made to your account – through our referral program, straight from your paycheck and from the palm of your hand. Enjoy!

April 2023 Newsletter

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