ProAMAPS • 529 Plans • Financial Services Program


It’s Time to Start Saving.

* 37% of parents have not yet begun to save for their children’s college education.  Have you?

 

Before you prepare your children for college, you may have to prepare yourself – financially.

The cost of college can be daunting, so the sooner you start saving the better.  For many people,

529 plans provide a solution to the problem.  

 

529 plans typically have a state sponsor, but residents of any US state can participate in most plans. 

Your own state plan may offer a tax deduction or other benefits for in-state residents, however, it is

important to weigh all of the features and benefits of a variety of plans before making a decision.

               

                -  Potential tax advantages.  Tax-deferred growth of any earnings and tax-free withdrawals

                for qualified higher education expenses such as room and tuition make a 529 plan

                advantageous for tax reasons.

 

                -  Control and flexibility.  The owner of the 529 plan controls the assets in the account

                even after the beneficiary turns 18.  There are no income restrictions and account assets

                can be used at most accredited colleges and universities.

 

Some of the 529 plans currently offered by NBCS Advisors include:

 

                Fidelity

                College Counts

                College Access

                College America

                Hartford              

                John Hancock

 

Contact us or your NBCS Financial Consultant for more details.





* Fidelity Investments College Savings Indicator Study – 2009