Education Funding
Education Funding
The costs of a higher education continue to increase. Start early with a plan for your child's education. The Investment Executives at CoreFirst can sit down and help develop a strategy that will give your child a financial advantage.
Benefits:
- A variety of solutions are available to get you started
- Some plans are tax-deferred
- Withdrawals may be tax-free for certain educational expenses
Available Plans:
- 529 College Savings Plan - contributions are tax-deferred as well as certain withdrawals*
- Custodial Accounts - provides investment options and variable earnings
*Before investing, the investor should consider whether the investor's or beneficiary's home state offers any state tax or other benefits available only from that state's 529 Plan.