College Savings Bank – 529 Plans

College Savings Bank

College Savings Bank – 529 Plans

With the Montana Family Education Savings Program, credit union members, family and friends have the ability to invest in a tax-advantaged 529 college savings plan, while preparing for future higher education expenses. Some advantages of the plan include:

  • No risk, FDIC-insured CD products.
  • No asset-based fees.
  • No special licenses needed to sell.
  • All transactions are electronic.
  • All materials are provided to each credit union at no charge.
  • College Savings Bank provides initial and ongoing educational training sessions.

Contact:

  • College Savings Bank, call 800-888-2723, ext. 1 or email