Have You Started Planning for College?
Our first priority is helping you take care of yourself and your family. Whether your child or grandchild is starting pre-school or high school, we're here to help you with your options for college.
What is a 529 Plan?
Edvest provides a brief podcast explaining how saving in a 529 plan can help your family prepare for the cost of higher education.
Saving for a 529 Plan
When should you start saving and how much? Find out more about when to start saving and how much you should save by listening to Edvest's podcast below.
Calculate your child's in-depth college planning with Wisconsin's 529 Edvest College Planning Calculator. By clicking the calculator below, you will be directed to the Edvest website.
Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.
Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment, tax, or legal advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.
Call Straight Arrow Financial Group for additional guidance with starting a 529 plan or visit Edvest online for more information Edvest and LPL Financial are separate entities.