Education Planning / Coverdell Accounts / 529 Plans

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If providing a college education for your child or grandchild is one of your primary financial goals, you need a plan — an investment strategy — to help ensure that you’ll have the money when you need it.
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Getting Started
Once you have decided that you are ready to start investing in your child's education, WallStreet*E can help you meet your investment objectives. To open an account click on the link below to begin downloading the necessary forms.
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The earlier you start, the less you’ll have to contribute each month to reach the goal you’ve set. Starting early is one of the first and most important steps you can take in accumulating the money you need to pay for college.
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529 Plans
If you're planning to help send a child to college, 529 Plans are a flexible and federally tax-free way to invest for college.
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Coverdell Education Account
A Coverdell Education Savings Account is established to provide funds that will allow a beneficiary to attend a program of higher education.
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There are some education tax breaks that don’t require preplanning. Some are tax credits, which reduce the actual tax you owe.
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Securities offered through WallStreet*E, WallStreet*E Financial Services Inc., member of FINRA ( Financial Industry Regulatory Authority), S.I.P.C., SIFMA
All accounts carried by Ridge Clearing & Outsourcing Solutions, Inc., member NYSE/FINRA/SIPC/SIFMA
© copyright 2007 All rights reserved



Securities offered through WallStreet*E, WallStreet*E Financial Services, Inc., member of FINRA ( Financial Industry Regulatory Authority), S.I.P.C., SIFMA
All accounts carried by Ridge Clearing & Outsourcing Solutions, Inc., member NYSE/FINRA/SIPC/SIFMA
© copyright 2007 All rights reserved