SEC CRD #801-120920
Hadley: Your 529 Plan App Saving for school? Say hello to Hadley, your 529 Plan app. Link your 529 so anyone can send money to it – and that's it. Niece-inspired, uncle-made. Hadley helps all families save. New to 529s? Get the plan that’s right for you, for free. You’re going to love our app. Find My 529 Plan Match Just heard about 529s? Watch our quick explainer video! Download our FREE app! Available on iOS & Android. Hadley, as easy as 1-2-3 1 Connect your plan Download the app & select your plan Hadley works with all 529 plans 2 No plan? No sweat. Our website matches you, for free. Signup takes 5 minutes Hadley gives you the same advice Hadley’s uncle gives his own family. Read our story 3 Add Family and Friends Goodbye regifting, hello education savings. Did we mention 529s cover study abroad, too – Barcelona, anyone? Yes, we really did just make it that easy. 529s cover a wide range of school costs at all stages 529s cover a wide range of school costs at all stages, including private K-12, college, and grad school – and also off-campus housing, books, art supplies, and computers, to name just a few. Check out our FAQs to learn more. Tax breaks for everyone saving for education Money in a 529 grows tax-free, and Congress gives this big tax break to all families, regardless of income. What’s more: 529 funds can rollover into Roth IRAs, up to $35k per beneficiary. Parents can also take advantage by opening 529s today for themselves; there are no age or income restrictions
JOSHUA MILLER
CCO
📞 (954) 254-0193
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