College Savings

No matter the path you or your student decide to take—community college, university, or private college—we have the savings plan that’s sustainable. Explore all the options available to help you pursue your degree.

529 College Savings Plan

529 plans allow you, a relative or a friend to put money aside for college or continuing education. Start saving with as little as $50 a month with an automatic investment plan.

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.

Coverdell Education Savings

The Coverdell ESA may be a suitable way to save for college education expenses.

Custodial Savings Accounts

Although not specifically designed for college expenses, many people use UGMA/UTMA accounts as an alternative way to save for college.

Planning for College

Paying for college can put a financial strain on you and your family. That’s why it’s vital to start planning for your child’s education as soon as possible, because the earlier you begin, the more time you allow your money to grow.

Our Financial Consultants can help you determine:

There are a number of resources that can help individuals prepare for college. The U.S. government distributes certain information on colleges and costs.