ISave 529 Plan Announces 2026 Winter Giveaway

The Iowa 529 Plan, known as ISave 529, is offering a giveaway while disclosing significant investment risks associated with its accounts.

The giveaway is administered by the Iowa State Treasurer’s Office, with the Treasurer of the State of Iowa acting as trustee of the Iowa Educational Savings Plan Trust. The plan’s investment manager is The Vanguard Group, Inc., while recordkeeping services are provided by Ascensus College Savings Recordkeeping Services, LLC.

ISave 529 2026 Winter Giveaway

Investment Risks and Plan Details

ISave 529 prominently states that investment returns are not guaranteed, and investors could lose money. The program’s full details, including investment objectives, risks, charges, and expenses, are available in the Program Description. Prospective investors are advised to obtain this document online or by calling 888-672-9116 and to read it carefully before making any investment decisions.

Administering the Iowa Savings Plan

The Iowa Educational Savings Plan Trust is administered by the Iowa State Treasurer’s Office, with The Vanguard Group serving as the Investment Manager. Ascensus College Savings Recordkeeping Services, LLC, provides records administration. The plan’s portfolios, while investing in Vanguard mutual funds, are not themselves mutual funds. ISave 529 and the ISave 529 logo are trademarks of the trust, along with other registered marks like Ugift and READYSAVE.

Considerations for Non-Iowa Taxpayers

Individuals who are not Iowa taxpayers are advised to consider whether their home state offers any state tax or other benefits for investments in a qualified tuition program. These benefits may include financial aid, scholarship funds, and protection from creditors, which could be exclusive to investments in one’s home state plan.