Raise Financial

Learn the key differences between 529 accounts, UGMA/UTMA accounts, Education Savings Accounts (ESAs), and Custodial Accounts.

How does a 529 account differ from UGMA/UTMA accounts, Education Savings Accounts, or Custodial Accounts?

Learn about 529 accounts and how they help families save for education with tax advantages.

What is a 529 account?

How do I report 529s on my taxes?

Why is Raise Education being sunset?

What happens to my existing 529 plan?

Do I need to move my money?

Will I lose tax advantages?

What changes on March 31, 2026?

How do I keep recurring contributions going?

How do I know whether my plan provider is NY Saves or my529?

Who is my plan provider? I don’t know if I have a my529 or NY Saves plan.

How do I contribute to my 529 now?

How do friends and family contribute now?

Do I need to open a new account?

Where can I get help?

How-to article for Raise Education users whose plan provider is NY Saves.

How do I access and manage my NY Saves account directly?

How to guide for users with a my529 plan provider

How do I access and manage my my549 account directly?

Jack McCann

Patrick Cason

Questions specific to Raise Education (our 529 education savings account product)

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