Individual Investor
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Investing for Education

Setting money aside for a child’s or grandchild’s future education expenses can help put a dent into the costs of private school or college. Investing can help prepare for these expenses and may do so in a tax-advantaged way.

Learn more about different investment options

Coverdell Education Savings Accounts

This plan offers tax advantages toward tuition at private schools from elementary through college. Learn More

Uniform Gifts/Transfers to Minors Accounts

The accounts offer tax benefits and the flexibility to use funds for educational or noneducational expenses. Read Now

529 college savings plan

These state-sponsored plans offer tax advantages, high contribution amounts, and flexibility. Learn More

Other choices for college savings

Other savings options not specifically designed for education may also be appropriate. Those can include savings accounts, taxable investments, and even IRAs. Each investor wil need to decide which college savings plan is best based on individual circumstances.

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