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.
AccountsIndividuals & FamiliesIndividualJoint(JTWROS)Joint(TIC)
Retirement & IRAsTraditional IRAROTH IRASEP IRARollover IRA401(k) and 403(b) Rollovers
Trust, Estate & CharitableGalleon Flagship TrustGalleon Flagship EstateCharitable Equity Opportunities (CEO)
Education & Custodial529 PlansCustodialEducation Savings
Special Purpose Accounts Impact InvestingGreen PortfoliosHedge FundsMedical
Businesses & CorporationsCorporationPartnershipLimited Liability CompanyEmployee Retirement PlansGeneral Business Investing
Professional AccountsAdvisersInstitutionalMoney Management
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.
Key Facts and Highlights