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Education Planning & Funding
Save for education expenses the smart way.
Most people don’t know that you can be even smarter about saving for college. Magnifi Wealth Management can help you save money for college or post-secondary education with potential tax benefits. And you can save money for your children, grandchildren or you yourself to go back to school. With the rising costs of post-secondary education, it’s a smart move.
Education Savings Accounts
There are a variety of educational savings accounts that are available. Our local professionals discuss the options with you and help you pick the right account for your goals and budget. Plans can include:
- 529 Savings Plans
- Coverdell education savings accounts
- Roth IRAs
Get Started
Discuss your education goals and get help with developing a savings plan with the right types of accounts with a no-obligation consultation with your local professional.
Call (888) 597-4516
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Magnifi Financial Credit Union and Magnifi Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Magnifi Wealth Management, and may also be employees of Magnifi Financial. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Magnifi Financial or Magnifi Wealth Management. Securities and insurance offered through LPL or its affiliates are:
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