Let Harbor Asset Planning help you set up a 529 plan. This tax-advantaged account is used to save for future college expenses. 529 plans are sponsored by each state and also by financial institutions, and provide a variety of investment options. The accounts grow free of taxes, and withdrawals used for qualified education expenses are also tax free.
529 College Savings Plan
Planning early for a child's future will provide you with the best opportunity to pay for the ever-rising costs of a college education.
A 529 savings plan can be the perfect vehicle for this type of expense.
Grandparents can help contribute to their grandchildren's education, and many have the resources to help. Opening an account in a 529 Plan or contributing to an existing account is a great way to assist with college costs.
Call us to learn more! 617-489-0324
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