top of page

529 College Savings Plan

A 529 Plan is a tax-advantaged savings vehicle designed to help families prepare for future educational expenses.  When used for qualified education costs, earnings grow tax-deferred and may be withdrawn federally tax-free.

529 plans can be a thoughtful way to support children or grandchildren while maintaining flexibility with your broader financial plan.

Depending on your state of residence, contributions may qualify for a state income tax deduction or credit.

bottom of page
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck