Today, with the cost of college tuition on the rise, opening a college savings plan for your loved one is a great way to save for their education. Our Investment Professionals can explain the benefits of college savings plans: tax advantages, estate/gift tax benefits, and the flexibility that you will have over the process. Others can even contribute to your already-established savings plan, not to mention, some college savings plans are transferable incase a loved one’s future plans change. At Henderson Brothers Retirement Plan Services, we have access to a variety of products and we are knowledgeable in specific state-by-state benefits for college savings plans.
If you are concerned with saving for a loved one’s college tuition, contact us to establish a college savings plan.
Securities & Advisory Services offered through LPL Financial, Member FINRA/SIPC