529 College Planning

It’s never too early to plan for your child’s higher education. With college tuition bills rising faster than inflation, it’s important to consider how you’ll pay for substantial future college expenses and fees. Investing now and giving your funds time to grow could make the difference in allowing your child to graduate with little or no debt! Planning with SWBC Investment Services to address your college savings need enables you to save for your future college expenses while saving on taxes.

Planning for college with SWBC, you can set aside funds to help offset or assist in the cost to educate anybody you choose, your funds grow tax free, and withdrawals used for educational expenses are also tax free.

flexible, tax-free way tosave for future educational expenses

Flexibility

Save for the education of your child, grandchild, qualified family member, or even yourself—any beneficiary you wish.

Tax savings

Your account grows tax free, and withdrawals for qualified educational expenses are tax free.

No income restrictions

Unlike many tax-advantaged savings vehicles, there are no income restrictions or limits on college savings plans.

Control

You dictate how funds are invested and distributed.

Unfortunately, college expenses seem to move in only one direction: up. The sooner you start saving, the better prepared you’ll be when it’s time to pay your children’s tuition bills and other qualified college expenses.

Get a head start on saving for future educational expenses and enjoy tax-free investment growth by funding a college savings plan through SWBC Investment Services. Contact an advisor today!

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