EDUCATION ACCOUNT

Invest for your kids’ education tax-free

 

OVER $1 MILLION INVESTED THIS YEAR
4.8
4.9

Features

 

Education accounts are specifically intended
to save for educational expenses..

 

  • Control: Education accounts can be opened for anyone: your child, grandchild, niece/nephew, even for your future child or yourself!
  • Taxes: Growth and withdrawals are tax-free if funds are used for qualified educational expenses.
  • Use of Funds: You can use funds for educational expenses like tuition, books, equipment, housing, schools K-12 (up to $10,000/year) and even pay off your student loans (up to $10,000)
 

Pricing

 

UNest is just 3$ per month

 

Save an extra $20,768

 
on fees , over the life of a UNest account
vs. investing with a traditional financial advisor

Security Is Our Priority

Bank-Level Security

UNest uses bank-level security to keep your sensitive financial data safe. We use the strongest browser encryption (265 bit) and secure servers monitored 24/7.

Financial Advisor

UNest is a registered investment advisor (RIA) with the U.S. Securities and Exchange Commission.

Privacy

Your information is secure and confidential and only used for the purpose of creating an account. We implement identity verification services to protect your personal information.

Disclosure

College Savings Calculator is a hypothetical tool that demonstrates how monthly contributions, age-based asset rebalancing, and tax savings may impact the long-term value of your account, and do not take into account a portfolio’s underlying investment management fees. Calculations assume the private institution cost inflation is 2.8%, public out of state cost inflation is 3.9%, public in state cost inflation is 2.7%. Portfolio is assumed to have only stocks and bonds. Monthly equity returns are based on the historical data from the 10-year track record of the stock market (SPY). Monthly fixed income returns are based on the historical data from the 10-year track record of the bond market index (AGG). The current college expenses are provided by the collegeboard.org. Actual account performance may differ due to market fluctuations, changes in recurring investments, and asset allocation. The information provided here is for illustrative purposes only and does not represent actual or future performance of any investment option and is not intended to predict or project the investment performance of any security or index.