IDeal - Idaho 529 College Savings Program

Set your sights on ideal tax benefits. Idaho's 529 education savings program offers a generous state tax deduction, tax-deferred earnings and tax-free withdrawals on qualified expenses. Get started here: https://loom.ly/q0_Wemk

Education costs are always more daunting when you are guessing at the burden. This tool shows exactly how much — and at often how little — you could save now to make a big impact later. Take a look for yourself, then share with a friend. Everyone should see how some goals aren't as difficult as we imagine them to be. https://loom.ly/_NT1E48

We hope you'll join us at the All Business Conference on April 9th at the CSI Campus in Twin Falls. It's a great opportunity for small business owners to get the support and resources they need for running a business here in Idaho. Learn more here: https://loom.ly/Jc1mnv0

Did you use your 529 account to pay for college expenses or any other withdrawals? Take a look at this article for information on how to report those withdrawals on your federal tax return. https://loom.ly/2SDK17Y

Would you like to learn more about the IDeal's state of Idaho college savings plan? Our field representative Nick Thiros has a webinar today and multiple times every month. He can explain exactly how painless — in both time and money — it is for you. Did we mention the tax breaks? https://loom.ly/Y8Rydck

We occasionally hear concerns that savings will have an impact on FAFSA student aid eligibility. The facts: 529 Plans get favorable treatment when determining aid. See for yourself: https://loom.ly/gfDc_CM

As of January 1, you can now start rolling over unused education savings plan funds (your 529) to a Roth IRA without penalty. Read more about how those transfers work here: https://loom.ly/ic7p0j4

Partnering with IDeal to offer 529 plans to employees means you've always got a collaborator that will help sweeten the benefit for your team. This month, IDeal is offering up to a $25 one-time match for people that open an account and start a recurring contribution. https://loom.ly/18ixUbw

Ask your employees if they'd be interested in a benefit to help save for college or private school or other educational expenses that gives them some tax breaks. We'll wait. That overwhelming yes should tell you something. Now let us show you something. It's genuinely easy and has little cost —labor or expense — to set up at your company. It's got to be worth at least a conversation. We're happy to have one: https://loom.ly/9EWRePs

We wanted to make managing your college or other education savings account even easier. So we made an app. Access and maintain your IDeal 529 account (or start one!) from your phone. Download the apps here: https://loom.ly/7347UsY (Apple) OR https://loom.ly/3odYzc0 (android)