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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.


  • 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.



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