Education Plans

If you have children, you’re likely concerned about funding their education. One popular option is the 529 plan, which offers tax-free growth for education expenses and allows assets to be transferred to another family member if unused. Anyone can contribute to a child’s 529 plan. If you’re looking to transfer wealth during your lifetime, a 529 plan for your grandchildren might be a good choice.

I can help you explore various investment strategies for education, not just 529 plans. Let’s discuss your options and see how I can assist you.

Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.