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Get straightforward answers to your education savings questions in these short videos.

What is a 529 plan and what are the primary benefits of investing in one?

Learn the purpose of a 529 plan and what makes it a tax-advantaged investment that might be right for you. (2:21)



What type of expenses can a 529 plan be used for?

Learn how a 529 plan can be used for qualifying education expenses so you don't incur federal taxes on withdrawals. (2:34)



When you're thinking about how much to save for future education, what should you keep top-of-mind?

Learn the three primary considerations for saving for future education costs: time, investment amount and risk. (1:56)



Does a 529 plan account affect the potential for scholarships?

Learn how 529 plans can be used, even when your student earns a scholarship. (1:06)



Does a 529 plan account impact financial aid?

Learn how 529 plans can impact financial aid. (1:41)



How can a beneficiary leverage left over funds in their 529 plan account?

Learn how leftover funds in a 529 plan account can still be used, including some options that don't involve tax penalties. (1:49)



Which education savings option might be right for you?

Watch this 30-minute video to learn:

  • Why it’s important to save for education
  • Education savings options
  • How to choose a plan and get started
  • Added bonus: professional photographer tips



Stay tuned for more videos.

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We are proud to serve your investment needs. Our Representatives are available to provide portfolio planning, education savings services and general investment guidance. Please contact us. We’re here to help you find the right investment solutions for you, your family and your future.

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