PC-SS Education Planning PC1538-Digital

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

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