Smart Strategies for College Savings Plans
Knowing your options when making decisions regarding your children’s or grandchildren’s college savings plans is important. A Commerce Trust advisor will help you identify the right plan to meet your specific needs and understand the associated tax benefits. * Our approach starts with fully understanding your views and values around education for your family and goals of funding all or a portion of the costs. The first step is working with your Commerce Trust advisor to complete the Education Analysis Questionnaire. At that point, we are able to provide you with a complete analysis which identifies the right type of savings plan, as well as a contribution and withdrawal analysis for each recipient, showing projected overfunding or shortfalls.
A COMMERCE TRUST ADVISOR CAN ASSIST YOU AND YOUR FAMILY WITH: Choosing the right plan that suits your needs Understanding education tax credits and deductions Utilizing special gifting techniques Understanding risks, charges and associated fees
Contact a Commerce Trust Company advisor today. 1-855-295-7821 | commercetrustcompany.com
Wealth | Investments | Planning Commerce Trust Company
1 Consult with your tax advisor.
Commerce Trust Company is a division of Commerce Bank. CTC0717-PC1538
NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEEPage 1
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