Education Savings
If you're thinking about how to send your child to college with the cost of tuition continuing to rise, it's never too early to get started. The good news is that investors today have more options available than ever before, many of which offer significant tax benefits. Whether you are interested in the qualified tax free withdrawals of a 529 College Savings Plan, the gifting option of a UTMA/UGMA, or the tax deductions on an Education IRA, HTLF Investment Services can help you choose the right products and services to meet your needs.
We can help you save for a child's future by providing you with an education savings plan. We offer:
- Coverdell
- 529 Plan
- UTMA/UTMG
How to Get Started
Regardless of your age or how much you have to invest, the time to get started is now. We'll help you build your future with confidence. For answers to specific questions or concerns, call us at (815) 637-7027 or (877) 774-7100.
Securities and Insurance products offered through LPL Financial
and its affiliate’s member FINRA/SIPC.
NOT FDIC INSURED * MAY LOSE VALUE * NO BANK GUARANTEE
* NOT A DEPOSIT
* NOT INSURED BY ANY FEDERAL GOVERNMENT ENTITY
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. investment representatives. LPL Financial's U.S. investment representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
