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What is a great way to save for my child’s College Education?

Call Jeremy or Phil to set up a no obligation appointment.

A tax break is a terrible thing to waste. So, if you’re not taking advantage of the 529 College Savings Plan, you may be missing out on an exceptional opportunity. The State of Indiana has a tax credit** available to Indiana Residents for contributions to the CollegeChoice 529 Investment Plan®.

A 529 allows for tax deferred growth on your investment and qualified withdrawals*** are free of federal and state taxes. Coupled with the state tax credit, this could be an excellent way to save for yours, your child’s or your grandchild’s college education.

We’d be happy to sit down with you and go over these materials. If you are interested in discussing this further, please contact us.

Jeremy Fagan Ph (317) 705-8155, jsfagan@finsvcs.com
Phil Blum Ph (317) 705-8148, pblum@finsvcs.com

Financial Services for Individuals and Businesses

Phil Blum and Jeremy Fagan are registered representatives of and offer securities through MML Investors Services, Inc., member SIPC. Supervisory office located at 900 E 96th St., Suite 300, Indianapolis, IN 46240, (317) 469-9999.

*Licensed but not practicing on behalf of MML Investors Services, Inc. or Massachusetts Mutual Life Insurance Company.
**Indiana taxpayers are eligible for a state income tax credit of 20% of contributions to their CollegeChoice 529 account, up to $1,000 credit per year. This credit may be subject to recapture from the account owner (not the contributor) in certain circumstances, such as rollover to another state’s 529 plan or non-qualified withdrawal.
***Earnings on non-qualified withdrawals are subject to federal income tax and may be subject to a 10% federal penalty tax, as well as state and local income taxes. The availability of tax or other benefits may be contingent on meeting other requirements.

NOT A CREDIT UNION DEPOSIT OR OBLIGATION
NOT NCUA-INSURED
NOT GUARANTEED VY THE CREDIT UNION
MAY GO DOWN IN VALUE
NOT GUARANTEED BY ANY FEDERAL GOVERNMENT AGENCY

CRN201209-139321

 
 
     
 
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