529 College Savings Plan

A 529 Plan is a tax-advantaged savings vehicle designed to help families prepare for future educational expenses.  When used for qualified education costs, earnings grow tax-deferred and may be withdrawn federally tax-free.

529 plans can be a thoughtful way to support children or grandchildren while maintaining flexibility with your broader financial plan.

Depending on your state of residence, contributions may qualify for a state income tax deduction or credit.

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