Indiana529 Helps Families Take Small Steps Today for Stronger Futures Tomorrow

Article sponsored by Indiana529.

In Indiana, opportunity often starts the same way many lasting things do – with small, steady steps taken over time. Whether it’s tending a garden, building a home or raising a family, those early efforts create something meaningful down the road.

The same is true when it comes to preparing for a child’s future.

Indiana529 offers families a simple, flexible way to begin saving for education and career pathways, helping turn today’s small decisions into tomorrow’s opportunities.

For many families, getting started is the hardest part. It can feel like something you need to have fully figured out before you begin. But in reality, it’s the act of starting that matters most.

With Indiana529, you can open an account in minutes and begin with as little as $10. Contributions can grow over time, at a pace that fits your family’s life. That flexibility makes it possible for families across Indiana to build a plan that works, whether you’re just getting started or continuing something you’ve already begun.

Today’s children are growing up with more possibilities than ever before. Some may choose a traditional college path, while others may pursue trade schools, credentials or apprenticeships. Each path holds value, and each one represents an opportunity.

Indiana529 is designed to support all of them, helping families keep those doors open as their children grow and their interests take shape.

Planning ahead also comes with practical benefits. Indiana families may be eligible to receive up to $1,500/year*, helping savings go even further while reinforcing the value of starting early.

Learn more and get started at indiana529direct.com.

Planning for the future isn’t about having every answer. It’s about creating opportunity and giving your child the

freedom to explore, grow, and choose their own path when the time comes.

And like so many things in life, it begins with a simple step forward.

*Indiana taxpayers are eligible for a state income tax credit of 20% of contributions to an Indiana529 Direct Savings Plan account, up to $1,500 credit per year ($750 for married couples filing separately). This credit may be subject to recapture from the account owner (not the contributor) in certain circumstances, such as rollovers to another state’s 529 plan, federal non-qualified withdrawals, withdrawals used to pay elementary or secondary school tuition for a school outside of Indiana, education loan repayments, or rollovers to a Roth IRA account, as described in the Disclosure Booklet.

Disclaimers

For more information about the Indiana529 Direct Savings Plan (Indiana529 Direct), call 1-866-485-9415 or visit indiana529direct.com to obtain a Disclosure Booklet, which includes investment objectives, risks, charges, expenses, and other important information; read and consider it carefully before investing.

Before you invest, consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in that state’s qualified tuition program.

Indiana529 Direct is administered by the Indiana Education Savings Authority (Authority). Ascensus Broker Dealer Services, LLC, the program manager, and its affiliates, have overall responsibility for the day-to-day operations, including investment advisory, recordkeeping and administrative services, and marketing. The Indiana529 Direct Portfolios invest in: (i) mutual funds; (ii) a stable value account held in trust by the Authority at Vanguard; and/or (iii) an FDIC-insured omnibus savings account held in trust by the Authority at NexBank. Except for the Savings Portfolio, investments in Indiana529 are not insured by the FDIC. Units of the Portfolios are municipal fund securities and the value of units will vary with market conditions.