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Planning for College?

Give the gift that doesn't need batteries and won't be tossed aside with all of the other toys!  A college education is a gift that will literally last a lifetime. Great gift idea for Grandparents, Aunts, Uncles and other special friends.  We can provide you with gift cards too.  Call us today at 1-800-50-PLACE to get started!  

 

Are you confused about all of the different options available when it comes to planning for college?

Whether you are funding your Grandchild's education through estate planning measures or finding that saving for college can be difficult during a recession, Place Trade is here to help.  Your advisor can help explain the risks and benefits of each of your saving options, enabling you to choose the plan that will help you get your loved one off to college without a financial headache.

Tax laws and government college savings programs can be obscure, but with a knowledgeable advisor at your side they become invaluable planning tools.

 

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Familiarize yourself with all of the college planning tools offered at Place Trade

Coverdell ESA

Formerly known as an Education IRA, this account enables you to set aside funding for the education of a beneficiary below the age of 18. Upon satisfaction of certain requirements, contributions and withdrawals from Coverdell ESAs are exempt from federal taxes. Our advisors can help you make the most out of your Coverdell ESA. For more information, click here.

529 Plans

529 College savings plans are tax-advantaged programs that make saving for college simpler. Almost every state offers at least one 529 plan, and many of these plans are open to non-residents. With flexible contribution requirements, varied investment options, and more accommodating restrictions, 529 Plans make college planning a much less daunting task. For more detailed information on 529 Plans, visit this link.

UGMA/UTMA Accounts

Manage your child’s assets wisely while securing their future. Custodial accounts allow you and your child access to tax advantages and a limitless array of securities. Technically under the ownership of the minor whose funds have been invested in the account, UGMA and UTMA accounts are a valuable tool when it comes to building your child’s financial foundation. Learn more here.

Group College Savings Program

If your company has 250 or more employees, contact us about setting up a group college savings plan. It's a great way to save for college through payroll deductions!

  • Easy to Open & Maintain
  • No cost to your corporate plan sponsor
  • Dedicated Place Trade Financial professional to assist you with the process

 

 

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Learn more about retirement planning by visiting some of the links below:

Roth IRAs

SEP IRAs

SIMPLE IRAs

Traditional IRAs

Qualified Plans

Rollover IRAs

Find out how Place Trade can help you get the most out of your college planning by visiting some of the links below:


Coverdell ESAs

529 College Savings Plans

UGMA/UTMA Accounts

 

 

 

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