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The High Cost of Higher Education

A 529 savings plan is one of the most popular ways of investing for a college education. This plan allows your investments to grow free from federal income taxes, and there are no federal taxes when distributions from the plan are used for qualified higher education expenses, such as tuition, room and board, books, and more.

This is a hypothetical example. The tax rate applied in the above chart is a blended federal and state tax rate of 24.45%. This example does not represent the performance of any particular investment. Income may be subject to federal alternative tax.

 

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Disclosure

1 To access your investment portfolio using our Online Banking, you must be enrolled in the Bank’s online banking service. Additional terms and conditions may apply. Globus Union does not charge for Mobile Banking. However, your mobile service provider may charge for sending and receiving text messages on your phone. Check with your service provider for details on specific fees and data charges that may apply.

 

 

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Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC). Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.