Planning for College

Planning for College

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Financial planning for a child or grandchild to go to college can be a daunting task. Many states have set up what are commonly known as 529 College Savings Plans. The State of Oregon has established a plan and information can be found here.  While a 529 plan has many great features, including potential tax advantages, they do not always meet the flexibility that you may be looking for. Other strategies offer different characteristics and may provide more flexibility depending upon your situation. Your Financial Advisor can help you work through the issues that are important to you and find a solution that best meets your particular needs.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

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