529 COLLEGE SAVINGS PLANS
What You Need To Know About 529 Plans
A 529 Plan is an education savings plan operated by a state that allows you to create an investment account that is earmarked for post-secondary education expenses for the person for whom the account is established.
FIVE KEY BENEFITS OF 529 PLAN
1. TAX BENEFITS
If the proceeds are used solely for qualified educational expenses (e.g., tuition, room, board, fees, books, or
Wealth | Investments | Planning Commerce Trust Company
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