529 and College Savings Planning
529 savings plans are tax-advantaged education savings vehicles and one of the most popular ways to save for college today. They can also be used to save for K-12 tuition. There are tax advantages and other benefits to consider when choosing a 529 plan such as estate planning advantages in the form of accelerated gifting. Discuss 529 plans with our Financial Advisor to further learn about how to select a plan and pick the right investment options.