The Details
529 Plans provide families with a smart way to save for college.
- Earnings have an opportunity to accumulate free from federal income tax
- Withdrawals are tax free when used for qualified educational expenses
- 529 Plans are transferable as defined by the plan
You should also consider, before investing, any tax or other benefits that might be available exclusively to you as a state resident or your designated beneficiaries through your state's 529 plan. Call your investment professional to get an Official Statement which includes the investment objectives, risks, charges, expenses and other important information. Read it carefully before investing.
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Our investment professionals can give you personal, one-on-one guidance to help you choose the right plan.
Find an investment professional at a WaMu financial center near you.
