Investing in your child's education is one of the most impactful financial decisions you can make as a parent. A 529 plan offers a strategic way to save and invest for educational expenses, providing tax advantages and flexibility. At One North Star, our team of experienced 529 plan advisors is committed to empowering families like yours with expert guidance on college savings. Let's explore how a 529 plan can empower your child's education journey and how our advisors can assist you in navigating this important financial strategy.
The Power of a 529 Plan
A 529 plan is a tax-advantaged investment account designed to help families save for higher education expenses. Here's why it's a powerful tool:
Tax Benefits : Contributions grow tax-deferred, and withdrawals are tax-free when used for qualified education expenses.
Flexibility : Funds can be used at eligible educational institutions nationwide for tuition, room and board, books, and more.
Control : Account owners retain control over the funds and can change beneficiaries if needed.
Expert 529 Plan Guidance
Partnering with our knowledgeable 529 plan advisors at One North Star can benefit you in several ways:
Tailored Recommendations : We'll assess your financial goals and educational aspirations to recommend the most suitable 529 plan for your family.
Investment Strategy : Our advisors will help you select investment portfolios within the 529 plan that align with your risk tolerance and investment objectives.
Tax Optimization : We'll explain the tax advantages associated with 529 plans and how to maximize savings through strategic contributions.
Why Choose One North Star?
When you choose One North Star for your college savings needs, you gain access to:
Specialized Expertise : Our advisors specialize in college savings strategies and stay updated on industry trends and regulations.
Personalized Service : We take a personalized approach, understanding your unique circumstances to craft a customized 529 plan strategy.
Comprehensive Financial Support : Beyond 529 plans, we offer a full range of financial services to support your overall wealth management and retirement planning.
Start Empowering Your Child's Education Today!
Ready to empower your child's education with a 529 plan? Contact One North Star to schedule a consultation with one of our experienced advisors. Let us help you pave the way for your child's bright academic future with expert financial guidance and strategic college savings planning!
NOTE: Past performance is no guarantee of future results. A risk of loss is involved with investments in capital markets. Please consider investment actions in light of your goals, objectives, cash flow needs, time horizon and other lasting factors.
