Vooya
The IAdvisor 529 Plan is a customizable, multi-manager plan with flexible pricing that can help you grow your business in a growing segment of the market.
As part of the Washoe County Retirement Plans, you have access to a dedicated Voya financial professional who can help you with your retirement planning strategy. Contact Tom Verducci via email or via phone at 775.530.3089. (Registered Representative of and securities offered through Voya Financial Advisors, Inc. Download vooya (version 1.9) for your operating system. Yepp, Linux is free. Windows & macOS almost. Voya is dedicated to setting the standard in promoting successful outcomes for defined contribution plan participants Our Client Approach Voya approaches the design and management of its DC product line with a fiduciary's eye towards suitability, prudence and conservatism.
- Session Timeout. In order to protect your personal information, we automatically log you out of your account after a certain period of inactivity.
- Voya Financial: Plan, Invest, Protect Making a difference, but this is only the beginning Our unique culture attracts people that are passionate about serving others. We have an ever-present focus on our customers and have come to realize that it’s not only what we do — but who we are — that makes us a different kind of company.
Holiday Gifting Resource Center
Visit our Holiday Gifting Resource Center for the tools you need to build your business, including gift cards and information on accelerated gifting rules.
A Growth Opportunity
- According to Savingforcollege.com, 529 plan balances have reached a record high of just over $352 billion as of year-end 2019. The total number of 529 plan accounts has risen to 14 million
- With student loan debt reaching over $1.6 trillion1, it is important to find an opportunity for your clients to save
Business-Building Tools
- College Funding Planner - Translate clients' college savings needs into a manageable number using a database of over 3,500 colleges that takes into account financial aid/loans, multiple children and customizable “what if” scenarios
- Gift Certificates - Provide to clients to acknowledge birthdays, holidays, graduation gifts or as part of year-end tax planning
- Literature - Use our materials to explain the value of 529s and make it easy for clients to invest
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Plan Flexibility
- Contributions as low as $50 a month or $25 a pay period per investment option through automatic investing
- Maximums as high as $420,000 per beneficiary
- Clients can elect an accelerated gift of up to $75,000 in a single year ($150,000 if married, filing jointly) and treat it as if it was made over a five-year period2
- The account owner maintains control of the assets including the ability to change the beneficiary to another family member3
- Parents can control assets
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Investment Flexibility
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- Age-Based Option that automatically gets more conservative as child approaches college age
- Four static static-allocation options
- Create your own portfolios from 11 single fund options