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.
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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.
