Education.
Invest in their future.
Fund an education for a loved one today! Are you saving for a child’s education? With the cost of college continuing to increase each year, it’s never too early to start investing toward this important goal. At Xceed Financial, we have a number of options available and knowledgeable Financial Consultants to help you with your investments.
Here's what we offer access to:
529 College Savings Plans
- Set aside money and pay taxes when you withdraw the funds.
- 529 Plans are sponsored by individual states and can be used for qualified expenses at schools in and out of state.
Investors should consider the investment objectives, risks, charges, and expenses associated with a 529 Plan carefully before investing. The issuer’s official statement contains this and other information about the investment. You can obtain an official statement from your financial representative. Read carefully before investing.
Custodial, UGMA, UTMA Accounts
- Accounts may be opened in the name of the child for savings purposes.
- Accounts are opened under the Uniform Gift to Minors Act (UGMA) or the Uniform Transfer to Minors Act (UTMA), depending on the provision of the state where the account is opened.
Education Savings Accounts (ESAs)
- Can be established for a child, grandchild, or other young person under the age of 18.
- Earnings grow tax-free and have a contribution ceiling of $2,000 per year for each designated beneficiary.
- The ESA makes it easy to build a substantial amount of savings for college tuition.
Call 800.XFCU.222 (800.932.8222) or visit us online to schedule an appointment with one of our Financial Consultants today!
be in the know
Not NCUA Insured. |
No Credit Union Guarantee. |
May Lose Value. |
Products offered are not obligations of the credit union.
Securities & Insurance Products offered through LPL Financial & its affiliates, Member FINRA/SIPC.
Xceed Financial Credit Union and Xceed Financial Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.
The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
LPL Financial Consultants do not offer tax advice. For tax assistance, please refer to your accountant or tax professional.
