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Articles tagged with: College Savings Plan

Creating a College Savings Plan

Creating a College Savings Plan
It's never too early to start planning for your child's education, but it can be too late. Work with us to create and implement a college savings plan that works for you and your family. 

Top Three Considerations for Taking Distributions from 529 College Savings Plans

29 November 2018

Top Three Considerations for Taking Distributions from 529 College Savings Plans

You’ve saved and invested money in a 529 plan for years to pay for your son or daughter’s college education and the college enrollment time frame is coming up in the next year. Now that you’re getting ready to enter the “529 withdrawal phase”, you’ll want to be sure to make the right decisions when taking distributions from your 529 account. Here are your top three considerations:

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