A 529 Plan is a great way to save for college and gain tax benefits. It allows you to save for college while your money grows tax-deferred. The 529 Plan is designed to meet the needs of virtually every family and every budget. There is no minimum annual contribution required with a 529 Plan.

Section 529 college savings plans are established by states under section 529(b)(A)(ii) of the Internal Revenue Code as “qualified tuition programs” through which individuals make investments for the purpose of accumulating savings for qualifying higher education costs of beneficiaries. Choices vary by individual plan and also by state, and may be limited. Details are available in the plan’s enrollment handbook.

College Planning

A good college plan is a road map that can guide you through school to college, advise you and what to do, and track your progress throughout the process…

Global Advisers Education Planning Services

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Key Facts and Highlights

Galleon 529 Plans


No income limitations. No extra fees or expense ratios.


Financial advice, support, and planning service.


Each state establishes their own minimum and maximum fees.


Contributions must be made in cash vs. securities transfers.

Custodial Account

The Uniform Gift to Minors Act (UGMA) and the Uniform Transfer to Minors Act (UTMA) make it simple to transfer property to a minor without a formal trust and without the restrictions applicable to the guardianship of a minor’s property.

Coverdell Education Savings Account

The Coverdell ESA is a savings plan created for the purpose of paying a student’s qualified educational expenses. These can include, but are not limited to tuition, books, and uniforms. Similar to a 529 plan, your money is tax-deferred, allowing your fund to grow faster.