Educational Planning

Tuition for children and grandchildren is one of the most important expenditures your family may make. Proper planning, with vehicles like money market and UGMA accounts and Section 529 College Savings programs, can help with the cost of any college.

An investor should consider the risks, objectives, charges, and expenses associated with the 529 plan before investing. This information and more is available in the issuer's official statement, which can be obtained through the products sponsors or by contacting your financial advisor. Read it carefully before investing.

An investor should also consider before investing whether the investor's or designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program.