What are the benefits of a PA 529 plan?

PA 529 accounts offer tax-advantaged savings that don’t impact PA state financial aid, plus the account can be used to pay for a wide variety of education expenses at any qualified educational institution, from K-12 to college to career training programs.

PA 529 accounts can also be used for certain costs associated with apprenticeships and credential programs, as well as student loan repayments (within limits). Watch this video to learn more about the benefits of the PA 529 College and Career Savings Program.

Why Get a PA 529 Plan?

PA 529 accounts are designed for higher education and career savings so you can:

statistic up arrow

Prepare for rising costs of college and career education

graduation cap

Earn tax-free growth

slash through clock

Reduce future borrowing

What Can You Do With a PA 529 Plan?

A PA 529 plan puts post-high school education within reach while offering flexibility for whatever your child's future holds.

  • Use funds at any qualified educational institution, from K-12 to college to career training or credential programs.
  • Save toward tuition, room and board, books, and more.
  • Easily contribute from your bank account or paycheck.
  • Get special tax benefits available only with a PA 529 plan for education.
grandma playing with grandchild

Why Choose PA 529?

Benefits for PA Residents

Pennsylvania residents get a state income tax deduction, protection from PA financial aid reporting, and more.

Keystone Scholars

PA babies born after December 31, 2018 receive a $100 education investment through Keystone Scholars.

Tuition Discounts

Through SAGE Scholars Tuition Rewards Program, get discounts to 400+ private colleges nationwide.

PA 529 Accounts Offer Tax Advantages Over Other Types of Savings Accounts Including:

  • State tax deduction. Deduct contributions from your PA state income taxes.
  • Tax-deferred growth. Contributions grow free of federal and Pennsylvania income taxes while they remain in the account.
  • Tax-free withdrawals. When used for qualified expenses, you pay no income tax on the growth in your account.
  • Gift and inheritance tax benefits. PA 529 plans also provide unique gift and inheritance tax benefits, including a special provision for gifts larger than the normal limit.
  • Learn More