EDUCATIONAL IRA
Ready to plan for your child’s future education?
With our Educational IRA, you can set aside up to $2,000 annually for the beneficiary. The best part? Your contributions grow tax-free, and you won't face any taxes or penalties on withdrawals for higher education expenses before the beneficiary turns 30. Keep in mind, though, that contributions to Educational IRAs aren’t tax-deductible.
529 Plans
A 529 plan is another college savings vehicle that might be the right choice for your family. Want to sit down with one of our financial experts to discuss how to use this and other tax-advantaged college savings plans? No problem. We’d be happy to meet with you!