Save Money for College Tax-Free With a 529 College Savings Plan

529 College Savings Plans

The Compelling Features of 529 College Savings Plans:

Tax Advantages – Earnings grow tax-free and withdrawals from a 529 College Savings Plan for qualified higher education expenses are free from federal tax. Tuition, room and board, required books and supplies are all qualified higher education expenses.

A 529 College Savings Plan – can be used for any accredited college, not just schools in the state that sponsors your plan. Includes undergraduate, graduate, post-graduate and technical training.

Anyone Can Contribute – to your child’s 529 Plan – parents, grandparents, uncles and aunts, other family members and friends.

Up to $14,000 Per Person – a year in 529 Plan contributions allowed ($28,000 for married couples) without gift-tax consequences. Or, under a special election, up to $70,000 ($140,000 for married couples) can be contributed at one time by accelerating five years’ worth of contributions.

No Income Limits – You can contribute to 529 College Saving Plans no matter how much you earn.

Ability to Save for Anyone – your child or grandchild, a niece or nephew, a friend or yourself. You can even change beneficiaries within the same family.

Control of Your Assets – You decide when to make withdrawals. You can move your assets once a year or when you change beneficiaries.

Attention Grandparents – A 529 College Savings Plan may be the best Gift you can give your grandchild.

Marin Wealth Advisors – Will make sure you have the best possible plan for education savings and investing.


Our Responsibilities as a Fiduciary

We at Marin Wealth Advisors believe in placing our client’s best interests first. Therefore, we commit to the following five fiduciary principles:

  • We will always put our client’s best interests first.
  • We will act with prudence;  with the skill, care, diligence, and good judgment of a professional.
  • We will not mislead you. We provide conspicuous, full and fair disclosure of all important facts.
  • We will avoid conflicts of interest.
  • We will fully disclose and fairly manage, in your favor, any unavoidable conflicts.

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