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Give a child the freedom to dream with CollegeAccess 529. Make your selection below to learn more.


Financial Advisors click here

Your clients depend on you to advise them on all of life’s important events—especially saving for a child’s college education. CollegeAccess 529 provides you with the tools and insights you need to offer your clients the service and expertise they seek. Enter Now


Investors using a Financial Advisor click here

Saving for College is an important financial goal for families across the country. Your advisor is there to help formulate a strategy to help you reach that goal. CollegeAccess 529 can play a part in making these dreams a reality. Access your account, learn more about saving for college and explore the different options available. Enter Now

Direct Investors click here

Some investors prefer to plan their own college savings plan. CollegeAccess 529 can offer South Dakota residents the option of investing directly without the assistance of a financial advisor. Access your account, learn more about saving for college and explore the different options available to South Dakota residents. Enter Now

NOTICE: CollegeAccess 529 Plan accounts are not insured by any state, and neither the principal deposited nor any investment return is guaranteed by any state. Furthermore, the accounts are not insured, nor the principal or any investment return guaranteed, by the federal government or any federal agency.

 

Before investing, an individual should consider whether their state of residency — or their intended designated beneficiary's state of residency — offers any benefit, such as a state tax deduction, or any other benefits that are only available for investments in that state's 529 savings program.

 

An investor should consider the investment objectives, risks, and charges and expenses of the CollegeAccess 529 Plan before investing. This and other important information is in the Plan Disclosure Statement, which should be read carefully before investing, and which is available on this Web site. Click here to download a copy.

 

The Program Manager for the CollegeAccess 529 Plan is Allianz Global Investors Distributors LLC, 1633 Broadway, New York, NY 10019-7585, 1-866-529-7462. The Plan is issued by the South Dakota Higher Education Savings Trust and is underwritten by Allianz Global Investors Distributors LLC.

 

Withdrawals from a 529 Plan for qualified expenses are free from federal income tax. Qualified expenses include tuition and fees, room and board, books and other supplies.

 

State taxes may apply for residents of states other than South Dakota. Speak to your tax or financial advisor.

 

Non-qualified withdrawals are subject to federal income tax and a 10% penalty tax on earnings, with some exceptions, and may also be subject to state tax.

 

Please see the Plan Disclosure Statement  for our privacy policy.

 

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