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SAVING FOR COLLEGE

Some college savings plans offered through CUNA Brokerage Services, Inc.1, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.

With public and private college tuition on the rise, some students find themselves unable to realize their dreams of higher education. These savings plans can help you save for a child’s education expenses, kindergarten through graduate school.


529 Plan

Can be established by anyone – not just parents or grandparents – who wants to contribute to a beneficiary's future higher-education costs. You can even open an account for yourself.1

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Coverdell Education Savings Account

Parents, family members and others – as long as their yearly income does not exceed $110,000 if single or $220,000 if married – may contribute up to $2,000 annually to this IRA for each child under the age of 18.1

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College Saver

A 12-month Share Certificate for Members under age 18 with a fixed rate, low opening balance and, unlike investments, is federally insured up to $250,000 by the National Credit Union Administration.

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Our Financial Advisors1 are here to help you select the college savings plan that works best for you. Meeting with one is a complimentary benefit of your Membership.

Some college savings plans offered through CUNA Brokerage Services, Inc.1, a broker/dealer focused on serving credit union Members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

LET’S TALK

Online

Request a consultation with an advisor.1

Call 800.462.8328

Monday through Friday, 8 a.m. - 5 p.m.

Email

Contact us by email to investments@schoolsfirstfcu.org.

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ANY SCHOOLSFIRST FCU BRANCH

Disclosures
  1. Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.

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