SAVING FOR COLLEGE

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.

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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.

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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.

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Our Financial Advisors 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.

LET’S TALK

Online

Request a consultation with an advisor.

Call 800.462.8328 ext. 4116, option 2

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

Email

Contact us by email to investments@schoolsfirstfcu.org.

Disclosures

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Securities are offered through LPL Financial (LPL), a registered broker-dealer(member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. SchoolsFirst Federal Credit Union and SchoolsFirst Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SchoolsFirst Investment Services and may also be employees of SchoolsFirst Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SchoolsFirst Federal Credit Union or SchoolsFirst Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.