529 plans
529 plans are flexible, tax-advantaged accounts designed to help you set aside money for future education costs.
Between normal, day-to-day expenses and long-term goals such as retirement, figuring out how and how much to save for your child's education can be challenging.
One financial strategy you might consider? Setting up a 529 plan. A 529 plan is a state-sponsored education savings plan that can be used toward elementary, secondary (in some states), or higher education expenses for the account beneficiary. 529 plans offer account owner tax advantages, flexibility, and control.
Your Edward Jones financial advisor can help you determine how a 529 plan might work with your overall financial strategy, as well as think through specific questions you might have:
Is a 529 plan a good fit for you?
What is your family's education savings goal?
What investments might make sense for you and your education goals?
If you are interested in this item and have some questions, feel free send an inquiry.
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