College tuition is a big bill to plan for, and even the best savings strategy may leave you struggling to keep pace with the rising cost of higher education.
A 529 plan, however, is a different kind of savings plan—one that can not only grow with your child, but can help reduce your tax liability and benefit your overall estate as well. Here's a quick 529 primer that provides an overview of this savings vehicle and its benefits ...
Estes Wealth Strategies is an independent firm based in Fairfax, Virginia. Its advisors provide high-quality, customized financial planning and wealth management services for individuals and families, as well as manage employee retirement plans and institutional assets for organizations.
Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.
This site is published for residents of the United States only. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information or availability.
Links are being provided for information purposes only. Raymond James and Estes Wealth Strategies are not affiliated with and do not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James and Estes Wealth Strategies are not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.