AZ529 | Education Savings




 

AZ529 | Arizona's Education Savings Plan

  • AZ529 is a state-sponsored savings plan designed to provide a parent, grandparent or future student an opportunity to save for educational expenses in a tax-deferred manner. 
  • AZ529 Plan savings can be used to pay for college, vocational and workforce training, apprenticeships and private K-12 education. 
  • AZ529 Plan earnings grow tax-free and will have no federal income taxes on withdrawals if used for qualified education expenses like tuition, books, and room and board. 
  • The State of Arizona also offers a tax deduction for investing in an AZ529 Plan of up to $4,000 for married couples filing jointly and up to $2,000 for individuals.
  • You can choose from a variety of investment options, from FDIC-insured CDs to mutual funds. 
  • You can open an AZ529 Plan with just $25 or less!

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