Education Planning

Help clients plan for higher education costs

Maybe your clients want to help pay for a child’s education. Or maybe they need to invest toward their own venture back into the higher education world. No matter what the reason, you can offer them a savings plan that can help them build toward a college fund.

Choose from the TD Ameritrade 529 College Savings Plan, Coverdell Education Savings Accounts (ESAs), and more. All offer potential tax benefits and a wide variety of investment choices.

TD Ameritrade 529 College Savings Plan

Your clients can choose from a diversified menu of investments including mutual funds and exchange-traded funds (ETFs) from many well-known fund families. Plus, any gains are tax-deferred and withdrawals can be used to pay for qualified higher education expenses — free from federal and Nebraska state income tax.

Coverdell Education Savings Accounts (ESAs) and more

Help your clients plan for college expenses and take advantage of potential tax benefits through other education planning tools such as:
•    Coverdell ESAs
•    Uniform Gifts to Minors Act (UGMA) / Uniform Transfers to Minors Act (UTMA)
•    Custodial accounts