AGENCY NEWS
TELL US YOUR STORY!
CollegeAdvantage knows that each account owner has a story. There are reasons you opened a CollegeAdvantage account or two and we want to hear them.
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GOAL MANAGEMENT
STUDENT LOANS ARE NOT A QUALIFIED EXPENSE
We often receive questions from account owners who ask if their 529 funds can be used to pay down a beneficiary’s student loans. The short answer is “no.” ...
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COLLEGE SAVINGS TIPS
A GIFT FROM THE HEART
As you buy cards and candy hearts for your child this Valentine’s Day, don’t forget to say “I love you” with the sweetest gift of all: education. For as little as $25, you can make a contribution to your CollegeAdvantage account that will warm your child’s heart forever....
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AGENCY NEWS
OTTA DIRECTOR ELECTED TO NATIONAL ASSOCIATION BOARD
We’re proud to announce the election of OTTA Executive Director Paul Paeglis to the Executive Board of the College Savings Plans Network (CSPN), the national association for Section 529 college savings plans....
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COLLEGE SAVINGS TIPS
COLLEGEADVANTAGE 529: THE GIFT THAT KEEPS ON GIVING
CollegeAdvantage is the perfect gift for a child … guaranteed to last a lifetime, and no batteries required!...
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AGENCY NEWS
NINE YEARS AMONG THE BEST IN THE COUNTRY
For the ninth straight year, Ohio’s CollegeAdvantage 529 direct plan has received high honors from Morningstar, Inc., a leading provider of independent investment research of 529 college savings plans. In awarding CollegeAdvantage a Silver rating, Morningstar ranked us among the top eight plans in the country. Morningstar’s report highlighted our mix of managers and investment styles as a nice variety of options for college savers at a fair price.
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