Education Funding
The costs of a higher education continue to increase. Start early with a plan for your child's education. The Investment Executives at CoreFirst can sit down and help develop a strategy that will give your child a financial advantage.
Benefits:
- A variety of solutions are available to get you started
- Some plans are tax-deferred
- Withdrawals may be tax-free for certain educational expenses
Available Plans:
- 529 College Savings Plan - contributions are tax-deferred as well as certain withdrawals*
- Custodial Accounts - provides investment options and variable earnings
Questions?
Call 785.267.8518
Stop by any branch location to set up an appointment
Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory Services are offered through Cetera Investment Advisers LLC. Cetera is not affiliated with the financial institution where investment services are offered. Investments are: •Not FDIC/NCUSIF insured •May lose value •Not financial institution guaranteed •Not a deposit •Not insured by any federal government agency. Advisory services may only be offered by Investment Adviser Representatives.
View Cetera Investment Services privacy policy and other important information.
Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
For a comprehensive review of your personal situation, always consult with a tax or legal Advisor. Neither Cetera Investment Services LLC nor any of its representatives may give legal or tax advice.
Income may be subject to federal alternative minimum tax and state or local taxes.
*Before investing, the investor should consider whether the investor's or beneficiary's home state offers any state tax or other benefits available only from that state's 529 Plan.
