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A 529 plan is an option to consider when planning ahead for your child’s or grandchild’s college education. A 529 plan is a tax-advantaged savings plan designed to help you set aside money for college expenses. Some states offer tax advantages to investing in a 529 plan. We encourage you to consult your tax advisor to review your particular situation.
Other options for investing in a college fund include the Coverdell Education Account and the Crummey Trust.
We can help you select a plan that fits your investment management program to meet your college planning goals.
Contact us to learn more and schedule a complimentary consultation.