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Whether you want to help your children, your grandchildren, your nieces and nephews, or even you, we can help get you started with 529s or other Education Savings accounts.

Education Savings, Taxes, and Financial Aid

  • Understanding the tax implications of College Savings
  • Knowing the Financial Aid consequences of withdrawing funds from a 529.
  • Tax credits that are available that can be utilized when paying for college. 
  • If plans change, knowing that 529 funds do not have to be spent on college tuition or college at all.

These are a few of things that need to be considered when planning to save for and then spend from Education Savings accounts. We can help guide you through the entire process to make sure you have the right plan.