First Business specializes in creating plans to help secure your child or grandchild’s education goals.
Using our tools we can help determine how much you need to be saving. Specifically we’ll help:
We’ll review the tax benefits, account ownership differences, beneficiary change rules, contribution maximums and costs with each of these commonly used savings plans:
As part of our ongoing service we will:
When it comes time to start making distributions we will review tax implications of withdrawals and the specifics relating to qualified distributions from 529 plans.
It’s never too late to begin a college savings plan, call us today to get started.
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