529 College Savings Plans
For most families, a 529 college savings plan is the most effective way to set aside funds for future education expenses. A 529 allows you to save for college tuition on a tax-deferred basis and provides flexibility in investing the funds in your account. We can help you to establish and manage a 529 plan to provide you and your child with maximized long-term benefits.
Of course, we recognize that a 529 college savings plan may not be right for everyone. Contact us today, and we’ll help you determine the right choice for your college planning needs.
Prior to investing in a 529 Plan, investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.
Getting a Head Start on College Savings
