3 College Savings Strategies

This week, Chris discusses 3 options to save for your kids' or grandkids' future. Plus an interview about life & money with Chris's 3 children in this month's Kid's Corner. 

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Disclosures:

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.

The guests featured in this episode are not affiliated or endorsed by LPL Financial or Premier Investments & Wealth Management.

The opinions voiced in this show are for general information purposes only and are not intended to provide specific advice or recommendations for any individual.

To determine which investments may be appropriate for you, consult with your attorney, accountant, and financial or tax advisor prior to investing.

Premier Investments & Wealth Management and LPL Financial do not provide tax advice, please consult your tax professional.

Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

All performance referenced All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.

The information discussed in today's episode is not meant to be comprehensive. These programs are complex and include many different income restrictions. Consult with your financial advisor and tax professional for advice appropriate to your individual situation.

Prior to investing in a 529 Plan investors should consider whether the investor’s or designated beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state’s qualified tuition program.

Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.