529 College Savings Plan

The foundations for a strong future begin with education. Thee are more education funding options now than ever before. However, knowing which option to choose requires an understanding of the features, benefits and tax implications of each. One such option is 529 Plan

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Features of a 529 Plan

Some features of 529 Plan

  • Control, Flexibility and Transferability
  • High contribution limits, No income restrictions
  • Tax advantages
  • Estate Planning advantages

To learn more about 529 plans, schedule an appointment

Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.

Balaji Rao

Financial Advisor

(949) 398-4251

16755 Von Karman Ave ste 200 Irvine, CA 92606


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Investors should consider the investment objectives, risks, charges, and expenses associated with 529 plans before investing; specific plan information is available in each issuer's official statement, which can be obtained from your financial professional. Be sure to read carefully before investing.

There is the risk that investments may not perform well enough to cover college costs as anticipated.
Before investing, consider whether your state offers favorable state tax benefits for 529 plan participation, and whether these benefits are contingent on joining the in-state plan.
Other state benefits may include financial aid, scholarship funds, and protection from creditors.