The role of a college savings account in your plan

These allow you to pay for college costs while taking advantage of many tax benefits.


Is a college savings account for you?

If you have a desire to pay for, or contribute, to your child, grandchild or other person’s education expenses, these savings accounts offer tax advantages. Be sure to use the funds for qualified education expenses or you’ll have to pay a penalty.


Stat

The Coverdell and 529 savings plans can also be used to pay for K-12 expenses.


Why United Wealth Management

If you’re asking how to save for college or how to start a college fund, you’ve landed in the right place. Together, we can come up with a plan to help you achieve your college savings goals.
 
 
 
 
 
 
 
 
 
 

Real Solutions for Real Life

A woman works at her computer in a cafe.

Preparing for initial meeting

Gather financial statements and start a list of your current and future financial goals.
 
United Wealth Management Advisor

Our advisors

As your wealth management partner, we’re united in our mission to help you pursue your financial goals.
 
Man learning and taking notes

Education and tools

A few simple resources, like market information and calculators, can make managing your money so much easier.