529 Plans and Coverdell Education Savings Accounts

Education FundBoth 529 Plans and Coverdell Education Savings Plans are designed to help fund education by deferring taxes as long as the funds in the account are used for educational expenses.  Though their benefits are slightly different, both 529 Plans and Coverdell Education Savings Plans are designed to help you fund education.  There has never been a better time to start saving for a loved one’s education.

If you’d like to learn more about getting the most out of your 529 Plan or Coverdell Education Savings Plan, or if a 529 Plan or Coverdell Education Savings Plan is something you’re interested in starting, don’t hesitate to contact us or visit our office in Louisville, KY.  You’ll speak directly to a helpful and informative adviser who will answer any questions and, if your objective is to improve the state of your current accounts, can review your statements to determine if they’re best serving you. Whether your financial plan includes preparing for retirement, saving for college, or building wealth, we look forward to helping you get started on the road to achieving your financial goals.