When looking to set aside funds for future education costs, a 529 plan offers versatile savings with the appeal of tax-free earnings and withdrawals for qualified expenses. With so many plans to choose from, Trinity Financial & Insurance Solutions can help you select the one that is best suitable by weighing the tax benefits against any expenses.
There is no upfront fee associated with opening a 529 college savings plan services. Instead, we earn a commission through the plan provider.
To discuss opening a 529 savings plan for your child or grandchild, contact Louie.Berrodin@Prudential.com or call 330-352-1425.