College Savings Planning: Get Started Now

Thinking ahead is essential to meet all the important financial objectives in your life. When it comes to a college savings plan, it is easy to get overwhelmed wondering where the money will come from on an already stretched budget. At Moss Wealth Management, we are here to guide you through the educational planning process and help you define goals for making your dreams happen.

There is no need to let stress and complications stand in the way of getting where you need to go when it comes to funding educational pursuits. We offer wealth management strategies that fit your risk-tolerance level and provide investment and savings plans that put you on the right track.

Help Reach Your Investment Goals

A college education is costly, so building up your savings fund over the years is the path to success. A 529 college savings plan is a smart way to grow your money while reaping tax advantages. Here are three ways we make a 529 plan work for you:

• Maximizing tax returns
• Minimizing tax penalties
• Planning for disbursements
  

The two main types of 529 plans are prepaid tuition and savings plans. We walk you through both options and help you choose the one with the greatest advantages for your situation. We always keep your current and future financial needs in mind.

Pursue Your Dreams

Moss Wealth Management is the team you need for a lifetime of wealth building. Our mission is to guide our clients with personalized financial planning and sound strategies that help take you to the finish line.

Investors should consider the investment objectives, risks, charges and expenses associated with municipal fund securities before investing. This information is found in the issuer's official statement and should be read carefully before investing.

Investors should also consider whether the investor’s or beneficiary’s home state offers any state tax or other benefits available only from that state’s529 Plan. Any state-based benefit should be one of many appropriately weighted factors in making an investment decision. The investor should consult their financial or tax advisor before investment in any state's 529 Plan.