529 Savings Plans, UGMA/UTMAs & Coverdell Education Savings Account (ESA)
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.
Whether you a funding your Grandchild's education through estate planning measures or finding that saving for college can be difficult during a recession; Place Trade can help explain the risks and benefits of each so that you will be able to choose the plan that will help you get your loved one off to college without a financial headache.
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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 or 1-919-719-7200. |
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