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A higher education remains to be one of the best investments you can make for future wealth and success. It is never too early or too late to start planning. A 529 account can help make these education expenses more manageable by providing tax benefits and investment options. And while a traditional four-year college plan isn’t for everyone, a 529 account can be used at any eligible higher education institution including four-year colleges and universities, two-year associate degree programs, trade & vocation schools!

Planning When They Are Young

  • Higher Education Planning using cost/savings analysis
  • Open 529 account

Planning for a Teen

  • Maximizing 529 contributions for college

Planning Your Education

  • Use 529 for tax benefits and investing
Harrison Wealth Management Group, Ltd. and River Valley Credit Union are not registered broker/dealers and are independent of Raymond James Financial Services., Inc. Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Investment products are: not deposits, not NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value. Raymond James financial advisors do not render legal or tax advice. Please consult a qualified professional regarding legal or tax advice. 1700 Lyons Road Suite D Dayton, Ohio 45458. As with other investments, there are generally fees and expenses associated with participation in a 529 plan. There is also a risk that these plans may lose money or not perform well enough to cover college costs as anticipated. Most states offer their own 529 programs, which may provide advantages and benefits exclusively for their residents. The tax implications can vary significantly from state to state.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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