College Savings
Big Dreams Take Smart Planning
As the cost of higher education continues to rise, it’s never too early to start saving up for college. Speak with our financial advisors now to help you determine when and how is the best way to start saving for tuition. We can help you evaluate your options and make informed decisions about educational expenses. Higher education is priceless. Meet your educational savings goals with our trusted advisors.
529 College Plan
When it comes to saving for education, the one thing you need to know is 529. It’s a government plan that allows tax-free investment growth and withdrawals. It can be used to pay for tuition, books, housing, and other qualified costs. Funds can be guided to other children, so don’t worry about over contributing. For those who use private schooling, a 529 can be used for K-12 education as well.
SET UP A 529