Education Planning

529 Plans

Will you be able to send your children to college when it’s time for them to attend? Over the past two decades, the expense of a college education has more than tripled, with the average four-year college costing over $30,000 annually. Maybe it's time to consider a 529 plan, a state-qualified tuition program available in almost every state. Compare the different plans available to see if one will work for you and your family.

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 benefits 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.  

 

 

Securities offered through LPL Financial, member FINRA/SIPC, Insurance Products offered through LPL Financial or its licensed affiliates.

The LPL Finanical Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, DE, FL, GA, IA, IL, MI, NV, OH, TN, WA, WI.