College Savings Accounts

About College Savings Accounts

College expenses have increased dramatically over the last 30 years. Today, it is more important than ever to have an accurate plan for your children’s educational expenses. In fact, with the cost of education continuing to rise year after year, it is never too early to begin the conversation. We’re here to assist you in making an informed decision regarding what’s best for your family.

We can help you prepare for your children’s education

Ask your financial advisor to explain the differences between each account; your child’s eligibility and financial aid could be affected.

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529 College Savings Plans

College Savings Plans are tax-advantaged plans sponsored by states, state agencies or educational institutions. There are two types of 529 plans: pre-paid plans and college savings plans. Learn more from the U.S. Securities and Exchange Commission website.

Other College Savings Plans

Other tax-advantaged ways to save for college include Coverdell education savings accounts, Uniform Gifts to Minors Act (“UGMA”) accounts, and Uniform Transfers to Minors Act (“UTMA”) accounts.

 
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