PC-SS Education Planning PC1538-Print

EDUCATION PLANNING

EDUCATION PLANNING

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 GUARANTEE

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