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Education Planning

Have you started investing in your children's future?

Have you started investing in your children's future?

The following are among the most popular education savings plans available today.

  • 529 Plans
  • Coverdell Education Savings Accounts
  • Custodial Accounts

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.

 “A father is someone who carries pictures in his wallet where his money used to be”

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