Home > Invest > Education

SAIS Logo

 

EDUCATION PLANNING

A growing family means college is just down the road. Get ready with a financial plan to potentially manage those costs. You have options, including dedicated educational savings plans, to start now.

SCHEDULE A FREE CONSULTATION

Education


Invest in Their Future

Individualized

Individualized

We’ll help you explore the various savings and investing options available to you based your specific needs and goals for the future.

Tax Advantaged

Tax Advantaged Plans

Some educational investment options offer tax advantages and higher contribution limits, including 529 savings plans. Contributions are often federal tax-free when used for qualified education expenses.

Staying on Track

Staying On Track

Let’s check in periodically to make sure your educational savings plan is on track and make any changes you would like as your little one grows.

 

Your first consultation is free!

Let's talk about your goals so you can start making a financial plan that fits you!

SCHEDULE YOUR FREE CONSULTATION

 

 

 

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer(member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Sandia Area Federal Credit Union and Sandia Area Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offerproducts and services using Sandia Area Investment Services, and may also be employees of Sandia Area Federal Credit Union. Theseproducts and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Sandia Area Federal Credit Union or Sandia Area Investment Services. Securities and insurance offered through LPL or its affiliates are:

Disclaimer

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

1 To be eligible for favorable tax treatment afforded to any earnings portion of withdrawals from Section 529 accounts, such withdrawals must be used for "qualified higher education expenses," as defined in the Internal Revenue Code. Any earnings withdrawn that are not used for such expenses are subject to federal income tax and may be subject to a 10% additional federal tax, as well as applicable state and local income taxes.

Section 529 plans are established by various states and are offered to residents of all states. Depending on the laws of the customer's home state, favorable tax treatment for investing in a Section 529 plan may be limited to investments made in a Section 529 plan offered by the customer's home state. Consult your personal tax or legal advisor before making tax or legal-related investment decisions.

Go to main navigation