Search
  • John Caserta, MSFS, ChFC

Stretch your Dollar: Investment & Savings Accounts Dedicated to Saving Up for Your Child’s Future


For Educational Purposes Only–


Not to be relied upon as financial, tax, or legal advice. Please contact a qualified professional for current information regarding potential tax benefits in your state. All investing involves risk, including potential loss of principal invested. In general, the bond market is volatile, and fixed income securities carry interest rate risk. Before you invest in a Section 529 plan, request the plan's official statement from your qualified advisor and read it carefully. The official statement contains more complete information, including investment objectives, charges, expenses and risks of investing in the 529 plan, which you should consider carefully before investing. You should also consider whether your home state or your beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's 529 plan. Section 529 plans are not guaranteed by any state or federal agency.


3590681RB_May21