Future Scholar 529

Investing in your child’s or grandchild’s future starts today. A 529 College Savings Plan—such as the Future Scholar Plan—is a tax-advantaged way to set aside money for education expenses. These plans grow tax-free, and withdrawals for qualified expenses, like tuition, books, and housing, are also tax-free.

Why a 529 Plan?

• Tax Benefits – Contributions grow tax-deferred, and qualified withdrawals are tax-free.
• Flexibility – Funds can be used for a wide range of education costs, from K–12 tuition to college and even certain graduate programs.
• Control – You stay in charge of the account, even when saving for a child or grandchild.
• Legacy Planning – A 529 can be a powerful way to support future generations in achieving their goals.

Our Role
We help you determine how much to save, which investment options fit your strategy, and how to integrate a 529 plan into your broader financial and legacy planning. Whether you’re a parent, grandparent, or family member wanting to contribute, we’ll make sure your giving makes the greatest impact.

A college education opens doors. A 529 plan helps make it possible.

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.