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MAP YOUR FINANCIAL FUTURE

COLLEGE PLANNING


Want an alternative to a state prepaid college plan?

 

Benefits of a 529 College Savings Plan include: 

  • Flexible contribution options (amount and frequency)
  • Flexible investment options 
  • No minimum monthly payment ($250 minimum initial investment)
  • Any family member can contribute
  • Can be used until age 30 for any educational level
  • Transferable to other family members
  • No income limits 
  • You (the account owner) control the account and how the money is spent
  • If you don't use it, you DON'T lose it
  • Assets grow free from federal, and in most cases, state taxes if withdrawals are used to pay qualified education expenses such as: tuition and related fees, room and board, books, supplies, computers, etc. 

 CollegeAmerica 529 - Information


Let's map your financial future together.  


Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses, summary prospectuses and 529 Product Program Description, which can be obtained from a financial professional and should be read carefully before investing. Depending on your state of residence, there may be an in-state plan that offers tax and other benefits which may include financial aid, scholarship funds, and protection from creditors. Before investing in any state's 529 plan, investors should consult a tax professional. If withdrawals from 529 plans are used for purposes other than qualified education, the earnings will be subject to a 10% federal tax penalty in addition to federal and, if applicable, state income tax.