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College Planning

 

As your trusted financial experts, we have the knowledge and guidance to help you with a college savings plan that fits your family’s needs.

Our financial planning strategies can help you with the various investment and tax-efficient options to help fund the cost of higher education. 

Most states offer their own 529 programs, which may provide advantages and benefits exclusively for their residents. The tax implications can vary significantly from state to state. As with other investments, there are generally fees and expenses associated with participation in a 529 plan. There is also a risk that these plans may lose money or not perform well enough to cover college costs as anticipated. Please consult with your financial advisor about your individual situation.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Securities offered through Raymond James Financial Services,Inc., Member FINRA SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.

Infographic: Debunking Social Security myths

Shine some light on these common misconceptions to help get the most from your hard-earned benefits.
Retirement & Longevity

When it comes to U.S. electricity demand, chatbots matter more than cars

07/15/2024
Artificial intelligence is set to become a game changer for the electric power industry, notes Pavel Molchanov, Managing Director, Energy Analyst, Equity Research.
Economy & Policy

Walking the tightrope

07/15/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Good June CPI print raises bets for rate cuts

07/12/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Key trends that are poised to drive the market

07/12/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

2024 election: Prepare for a sweep?

07/11/2024
Managing Director, Washington Policy Analyst Ed Mills breaks down the 2024 race for Congress and key issues Washington D.C. will tackle in 2025.
Economy & Policy

Webinar replay - City of lights, market of opportunities

07/11/2024
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing

Tailor your taxes for retirement

From withdrawals to conversions, taxes in retirement can be a balancing act.
Retirement & Longevity

Identify the connection between net worth and risk tolerance

Understanding your risk profile is an important component of managing significant wealth.
Family & Lifestyle

Beyond demographics

07/08/2024
Chief Economist Eugenio Alemán and Economist Giampiero Fuentes note that the global population is heading into a sustained decline for the first time in recorded history.
Economy & Policy

A recession is coming

07/08/2024
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Social Security's uncertain future?

It’s an election year, which means you can expect to hear presidential candidates being asked about their plan for preventing Social Security from going bankrupt.
Retirement & Longevity

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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Cedar Rapids is not a registered broker/dealer and is independent of Raymond James Financial Services.

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