Learn the purpose of a 529 plan and what makes it a tax-advantaged investment that might be right for you. (2:21)
Learn how a 529 plan can be used for qualifying education expenses so you don't incur federal taxes on withdrawals. (2:34)
Learn the three primary considerations for saving for future education costs: time, investment amount and risk. (1:56)
Learn how 529 plans can be used, even when your student earns a scholarship. (1:06)
Learn how 529 plans can impact financial aid. (1:41)
Learn how leftover funds in a 529 plan account can still be used, including some options that don't involve tax penalties. (1:49)
Watch this 30-minute video to learn:
Stay tuned for more videos.
We are proud to serve your investment needs. Our Representatives are available to provide portfolio planning, education savings services and general investment guidance. Please contact us. We’re here to help you find the right investment solutions for you, your family and your future.
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