College savings for their future.
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A parent’s to-do list is never done – and the events of 2020 haven’t helped in shortening that list. Even with the challenges of the year, Achieve Montana would like to remind you that no matter how hectic today is, tomorrow will be here eventually. If you start saving for your child’s higher education now, you can help ensure a solid future.
As the official 529 plan for Montana, Achieve Montana offers tax benefits now and college savings for the future. Savings in a 529 account can be used for tuition, fees, books, and more, at eligible two- and four-year schools, trade and technical institutes, and graduate schools across the United States and abroad.
 
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Achieve Montana strives to make saving for higher education simple. With that in mind, we have implemented several changes which include:
  • LOWER FEES
  • MORE INVESTMENT OPTIONS
  • ADDITIONAL PORTFOLIO ENROLLMENT OPTIONS
The improvements are designed to help you set up and maintain a 529 account as an affordable and effective way to save for the future.

Grandparents and other family members can also contribute to your child’s college savings
Ugift® is an innovative, easy-to-use online service that allows you to invite family and friends to celebrate holidays, birthdays, graduations, or other milestones with the gift of college savings.

Start saving for their future today!
OPEN AN ACCOUNT FOR AS LITTLE AS $25
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Copyright © 2020 Achieve Montana, All rights reserved.

P.O. Box 219448 Kansas City, MO 64121-9448
For more information about Achieve Montana, download an Enrollment Kit at achievemontana.com or call 877.486.9271. The Enrollment Kit includes a Program Description that discusses investment objectives, risks, charges, expenses, and other important information; read and consider it carefully before investing.

If you are not a Montana taxpayer, consider before investing whether your or the beneficiary’s home state offers any state tax or other benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in that state’s qualified tuition program.

Tax and other benefits are contingent on meeting other requirements and certain withdrawals are subject to federal, state, and local taxes.

Except to the extent of the New York Life Insurance Company guarantee that is available for the Capital Preservation Portfolio and certain Year of Enrollment Portfolios, investment returns are not guaranteed, and you could lose money by investing in Achieve Montana.

Ugift is a registered service mark of Ascensus Broker Dealer Services, LLC, an affiliate of Ascensus College Savings Recordkeeping Services, LLC.

Achieve Montana is sponsored by the State of Montana and administered by the Montana Board of Regents of Higher Education, as sole trustee of the Montana Family Education Savings Trust (Trust). Ascensus College Savings Recordkeeping Services, LLC serves as program manager and provides recordkeeping and administrative support services for Achieve Montana. Blackrock Fund Advisors, Dimensional Fund Advisors LP, Charles Schwab Investment Management, Inc., New York Life Insurance Company and the Vanguard Group, Inc. each provide investment management services for the underlying investments comprising Achieve Montana’s portfolios. Although some of the portfolios invest in mutual funds, they are not mutual funds. When you invest in Achieve Montana, you are purchasing portfolio units issued by the Trust. Except to the extent of the New York Life Insurance Company guarantee that is available for the Capital Preservation Portfolio and certain Year of Enrollment Portfolios, investment returns are not guaranteed, and you could lose money by investing in Achieve Montana.