Investing in the future of our children with the Iowa 529 Program

I’m giving $50 to every client

who is interested in opening up an Iowa 529 plan for their children! Please follow the steps below to get started.

ABOUT THE PROGRAM:

College Savings Iowa 529 Plan

This program is a wonderful opportunity to help families invest in their child’s college education early. The 529 Plan allows families to make contributions to an investment account, which can be used to pay for qualified education expenses at any eligible educational institution.

Anyone can open an account for a child - parents, grandparents, other relatives, friends. As an account owner, you are able to pick investments, choose a beneficiary, and determine how the money is used.

Get Started:

When you work with Kenneth you’ll get $50 to open an Iowa 529 Plan for your child or multiple beneficiaries. Here are the steps to get started:

  1. Fill out the Iowa 529 application form

  2. Email Kenneth with your account confirmation

  3. Kenneth will give you the $50 credit

If you have any questions, please contact Kenneth for more information.