Happy 5-2-9 Day! There's a lot to celebrate about 529 plans. Trisha Good, CollegeAdvantage's executive director, shares how and why she celebrates our agency holiday. #529Day #529plan #CollegeSavings https://lnkd.in/gcaH2JNu
Ohio Tuition Trust Authority
Financial Services
Columbus, Ohio 367 followers
For 30 years, helping families in Ohio reach their higher education goals. Someday starts today with Ohio’s 529 Plan.
About us
Since 1989, the Ohio Tuition Trust Authority, a state agency within the Ohio Department of Higher Education, has been helping families save for a college education. Ohio was one of the first states to offer a Section 529 qualified tuition program. 529 plans are tax-advantaged college savings programs, typically offered by states, have fast become one of the most popular ways to save for college. The Tuition Trust offers and administers Ohio's 529 Plan, CollegeAdvantage. Ohio's 529 Plan is available to families through the CollegeAdvantage Direct 529 Savings Plan and the BlackRock CollegeAdvantage Advisor 529 Savings Plan. Both plans offer a wide variety of investment options in order to appeal to the diverse needs of families saving for college. The CollegeAdvantage Direct 529 Savings Plan offers lower-fee, quality investment options you select and manage, including easy-to-manage, age-based options. Direct investments are managed by Vanguard, Dimensional Fund Advisors and Fifth Third Bank. The BlackRock CollegeAdvantage Advisor 529 Savings Plan is available through financial advisors. This plan offers the same 529 tax-savings benefits, with different investment options and fund managers than the Direct Plan.
- Website
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http://collegeadvantage.com
External link for Ohio Tuition Trust Authority
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Columbus, Ohio
- Type
- Government Agency
- Founded
- 1989
- Specialties
- College Savings, Financial services, and 529 Plans
Locations
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Primary
35 E. Chestnut
8th Floor
Columbus, Ohio 43215, US
Employees at Ohio Tuition Trust Authority
Updates
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5-2-9 Day, the college savings industry's industry holiday, is just around the corner, and this year we're celebrating it by joining forces with ISS Market Intelligence to offer a free college savings webinar. Learn from insiders about tips and tricks, industry trends, and the new 529 to Roth rollover. Featured presenters include Paul Curley, CFA, with IIS MI and Ohio's 529 plan's executive director, Trisha Good! https://lnkd.in/gu7h-ZJj
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Happy In Demand Jobs Week, #Ohio! This year there'll be job fairs, business tours, career signing days, resume workshops, and more! There's even an interactive map with all of the events: https://lnkd.in/eEe4zTt8 #InDemandOhio https://ow.ly/v6gg50RxZvT
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We love learning and we love to help sponsor learning activities for Ohio's families. That's why we're inviting Ohio families to join us at COSI - Center of Science and Industry's Big Science Celebration, this Saturday (May 4). We're in the heart of it all with the Ohio Department of Higher Education and OhTech. There'll be a prize wheel and activities for the kids! Star Wars puns & jokes are most welcome, they are! #STEM #MayThe4th #Science https://lnkd.in/gwYDNtaj
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We have great news for our families saving for their loved ones' education. Our tax-advantaged certificate of deposit (CD) rates through Fifth Third Bank just got even better! 6-11 month CD rates are now at 5% with a minimum deposit of $500. Learn more: https://lnkd.in/gbErc2Ez #CollegeSavings #SavingForCollege #CollegeCosts #TaxAdvantaged #TaxFreeGrowth #HigherEducation #College #University #TradeSchool #Credential #Apprenticeship #FDICInsured
Fifth Third Increases Two Ohio 529 CD Rates
collegeadvantage.com
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Reading efficiency and academic preparedness are key indicators of academic success after high school. That's why Ohio's 529 Plan, CollegeAdvantage, works with our sports partners to help promote reading and positive classroom performance. This spring we've teamed up with the Dayton Dragons Professional Baseball, the Columbus Blue Jackets, and the Toledo Walleye to help encourage high student to reach for success. Dayton Dragons MVP Program: https://lnkd.in/d2zgXNVp Columbus Blue Jackets Book Jackets Program: https://lnkd.in/dm3ntw-p Toledo Walley Reading Program: https://lnkd.in/db5rUZgN
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Today we joined the University of Dayton Athletics Program for their annual partner summit. It was great to hear about the Name, Image, and Likeness (NIL) partnerships that have been created by the university's athletics department, Dayton 6th (NIL marketing agency), and their partners Lee's Famous Recipe and Henny Penny. DaRon Holmes, a University of Dayton Mens Basketball star, joined the group to talk about his experiences with the partnership. #GoFlyers #DaytonFlyers #NIL #Partnerships #Marketing
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If you're looking to start saving money for a loved one's future education or help your employees empower their children's educational dreams, Ohio's 529 plan can help. We've built a reputation for success in the educational savings community and we'd love to help you plan for your success too. #Education #HigherEducation #College #University #CareerEducation #Apprenticeships #Nationwide #529Plan #CollegeCosts #CollegeSavings https://lnkd.in/gXf5--rX
Ohio's 529 Plan Considered One Of The Best In The Nation
collegeadvantage.com
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Happy Kid Inventors' Day! Every year we're excited to see how our partnership with Invention League helps empower students to solve problems in their everyday lives. #KidInventor #Education #STEM 💡❗Interested in bringing this curriculum to your school? https://lnkd.in/gnn4H6w credit: Invention League
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Ohio Tuition Trust Authority reposted this
🔔 An exciting new 529 planning feature just went live for the first time! 🔔 📜 New provisions from the 2022 SECURE ACT 2.0 are still coming on board over the next couple years. There are lots of new details and nuances to add to our #financialplanning toolkit. 📜 Starting this month, you can move excess 529 money (subject to some annual limits) to a tax-free ROTH IRA for the beneficiary (subject to some fine print on timing). 💲 📚 🎒 💲 We often hear parents or grandparents of younger kids worry about "over funding" a 529. With educational costs and inflation so high, it's rare to have "leftovers" after school. BUT, if circumstances change as kids age, funding a ROTH IRA with 529 money is a great tool! Quick read on the topic below from Ohio Tuition Trust Authority! #frazierfinancial
You Can Roll Over Your Ohio 529 Account To A Roth IRA
collegeadvantage.com