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College Planning  -  Invest Today for a Brighter Tomorrow

Saving for a lifetime of learning.

The gift of education at any stage of life, whether for a loved one or for yourself, is like no other. The reasons for college are clear, but finding a way to pay for it may not be. However, starting early with an effective savings strategy can make the opportunity of college a reality.

With the escalating cost of higher education, it takes careful planning and support to be able to send your children to the college of their choice. In fact, paying your child’s post-secondary education tuition costs may have been one of the highest expenses of your lifetime. And now, as a grandparent, you may have sufficient retirement funding to consider assisting with a grandchild’s education.

What are the benefits?

What are the benefits?

  • Tax advantages — Tax-advantaged treatment applies
    to savings used for qualified education expenses.
    State tax treatment varies.
  • Flexibility — You (the account owner), rather than the beneficiary, maintain oversight of account assets and determine the timing and amount of distributions.
Who can contribute?

Who can contribute?

  • Parents
  • Grandparents
  • Beneficiaries
  • Extended family and friends

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