Raise
Like a "mortgage for stocks" - move into a large position in the S&P500 for a monthly membership.
Save for future education expenses with the help of friends and family via a crowdfunded 529 account.
(615) 517-2064 | 2020 Lindell Ave, Studio 10, Nashville, TN 37203
Raise Financial Inc, a Delaware Corporation, is an internet based investment advisory service. Our internet-based investment advisory services are designed to assist clients in personal investment and are not intended to provide comprehensive tax advice or financial planning. Our services are available to U.S. residents only. This website shall not be considered a solicitation or offering for any service or product to any person in any jurisdiction where such solicitation or offer would be unlawful.
Please consider your objectives and tax implications before investing with Raise Financial Inc. All investments and securities involve risk. Raise Financial does not provide brokerage services.
After
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Monthly contribution of
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Regular 529
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Savings Account
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Initial contribution of
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Crowdfund your future education expenses with the help of friends and family through Raise Education. Funds grow tax-free, can be used on any education expenses, and can convert to a Roth IRA if unused.
All Raise Education accounts are 529 accounts that are compatible with federal and state-run student aid programs.
Go back and finish that degree with confidence! Raise Education works for adult learners the same as it does for children.
Create a "scholar pledge" to automatically contribute when someone creates a Raise Education account.
Set it on autopilot by creating a repeat contribution to draw from your card or bank account on a regular basis.
It’s never too early to start saving. With Raise Education, you can create accounts for children you expect to have.
Tuition, books, meals at the caf... if it’s related to education, it’s likely able to be expensed with Raise Education.
We put no limits on the number of accounts you can create - one for your children, your nieces and nephews, or even yourself!
Should your child decide not to use Raise Education for education, we can rollover the account to a Roth IRA in their name.
We don’t want to penalize you for saving for those you love, so all contributions made by an account owner are fee-free.
Check out some of our frequently asked questions, or get in touch with us directly if you that's more your thing!
A 529 account is a tax-advantaged education savings plan designed to help families save for future educational expenses. These accounts are sponsored by states, state agencies, or educational institutions and offer significant tax benefits when used for qualified education expenses. Learn more...
Raise Education enhances the benefits of a traditional 529 savings plan by making it more accessible, flexible, and collaborative. While a standard 529 focuses on tax advantages, Raise Education modernizes the savings experience with features designed for today’s families. Learn more...
A Raise Education account allows funds to be used for a variety of qualified educational expenses. These expenses are determined based on 529 plan guidelines and other education-related financial policies. Learn more...
Raise Education is designed to complement existing federal and state-run student aid programs, including grants and scholarships. By combining traditional education savings methods with crowdfunding, Raise Education provides additional flexibility for families looking to fund education expenses. Learn more...
Raise Education is designed to be flexible, ensuring that funds can still be used even if a beneficiary decides not to pursue a traditional four-year college degree. Learn more...
When planning for education expenses, it's important to understand the differences between various savings and investment accounts. Each type of account has unique rules, tax advantages, and limitations. Learn more...
We believe that it shouldn’t be our business to make your child our business - make every penny count with unlimited, free contributions to your accounts.
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