Embarking on Education Planning?
Whether you're laying the foundation or looking to optimize, our resources can provide the guidance you need.
Education Savings 529 Plan
This type of 529 plan is still tax-deferred college investment account, and it can also be used to pay qualified educational costs not covered by the prepaid plan such as books, lab fees, and room and board.
Prepaid Tuition 529 Plan
If you're looking to save for primary or college educations, state-sponsored 529 plans are a popular choice. The prepaid tuition plan covers only tuition and required fees upfront.
Uniform Transfers to Minors Act (UTMA) Account
Want a flexible gifting solution for minors? The UTMA account lets you make generous gifts. Not exclusively an education fund, it nevertheless becomes a handy resource when they turn 18.
Coverdell Education Savings Account (ESA)
A specialized U.S. account, the Coverdell ESA is crafted exclusively for shouldering qualified educational expenses, ensuring your beneficiary's educational dreams are never halted.
Why Choose First Service Wealth Management?
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Let's Chart Their Academic Journey
Eager to lay down the roadmap for their educational aspirations? Schedule a consultation with a First Service Wealth Management financial advisor, in partnership with CUSO Financial Services, Inc.1 Call, email, or fill out the form below.
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