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529 & College Savings Plans

Savings plans for your children and grandchildren.

529 & College Savings Plans

Savings plans for your children and grandchildren.

Get the information you need to plan for your child’s educational future.

Whether you're investing for a child, grandchild or even yourself, a 529 college savings plan offers tax advantages, diverse investment options and high contribution limits to help you save for future higher education expenses.

Consider a 529 college savings plan for:

  • Tax-free growth potential
  • Federal (and often state) tax-free withdrawals for qualified higher education expenses1,2
  • Maintaining control over the account
  • Making contributions without age or income restrictions

To learn more about your plan distribution choices and to schedule your free, no-obligation consultation today.

Sandia Area Investment Services

 


Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.

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 Any earnings withdrawn that are not used for such expenses are subject to federal income tax and may be subject to a 10% additional federal tax, as well as applicable state and local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.

2 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.

Schedule your complimentary consultation

Let us help you limit financial and investment guesswork by scheduling your no-obligation consultation.

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    CBSI-1530273.1-0616-0719