Saving for education is an investment in your child’s future. Investments in an Education Savings Plan may grow tax free and withdrawals are free as well, when used for qualified educational expenses.
- Qualified Tuition Programs (529 Plans)
- Coverdell Education
- Savings Accounts
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.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
SEC Modernized Marketing Rule for Investment Advisors
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. PS Bank and PS Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using PS Wealth Management, and may also be employees of PS Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, PS Bank or PS Wealth Management. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed |
| Not Bank Deposits or Obligations | May Lose Value |
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL, GA, NJ, NY, NC, MO, PA, SC, VA, MD.