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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