tax-advantaged savings plans for
your child’s future education
529 PlansParents know: children grow up so fast. That's why saving for their education is so important. You need to start now, with a plan that offers every advantage for you and your child. Legacy Portfolio Management can help you develop investment strategies for education, including the tax advantages of the popular 529 Plan. A 529 plan is a tax-advantaged investment account that helps you save for your child’s future higher education. Your earned savings and withdrawals from 529 plans remain free from federal income tax. These accounts are administered by the government and tax advantages may vary from state to state. At Legacy Portfolio Management, we’re dedicated to developing sound investments that grow with your needs – and with your children. LPM advisors can help you identify the right investments, including the 529 plan, for your child’s future. Contact LPM today at 413-445-3526 for more information on 529 Plans. Investment products and services are offered through INFINEX INVESTMENTS, Inc. Member FINRA/SIPC. Insurance products are offered through Infinex Insurance Agency of Massachusetts, Inc. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
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