Education IRAs, UGMA/UTMAs, 529 Savings Plans, Prepaid Tuition Plans
Are you confused about all of the different options available when it comes to planning for college? Each plan offers different considerations when it comes to taxation, impact on financial aid, control of the assets at disbursement time, estate planning and many other issues.
With the help of a Place Trade Financial investment professional, saving for college is easier than ever. Call us today at 1-800-50-PLACE!
Group College Savings Program
If your company has 250 or more employees, contact us about setting up a group college savings plan. It’s a great way to save for college through payroll deductions!
- Easy to Open & Maintain
- No cost to your corporate plan sponsor
- Dedicated Place Trade Financial professional to assist you with the process