COLLEGE PLANNING
COLLEGE PLANNING
Is your child’s future education part of your financial plan? Are you looking for ways to save for college while taking advantage of tax benefits? Do you want to ensure your kids can pursue their dreams without the burden of student debt?
At Crescent Investment Solutions, we offer strategic college savings plans tailored to your needs, including 529 plans, custodial accounts, and other saving strategies.
Is your child’s future education part of your financial plan? Are you looking for ways to save for college while taking advantage of tax benefits? Do you want to ensure your kids can pursue their dreams without the burden of student debt?
At Crescent Investment Solutions, we offer strategic college savings plans tailored to your needs, including 529 plans, custodial accounts, and other saving strategies.
Each of these options offers unique benefits:
- 529 Plans: A tax-advantaged savings account that allows your contributions to grow tax-free when used for qualifying education expenses. This plan can significantly reduce your taxable income, making it a great choice for high-income earners looking to save for college.
- Custodial Accounts: These accounts, such as UTMA/UGMA accounts, allow you to transfer assets to a minor, offering flexibility in how the funds are used. While they are not as tax-advantaged as 529 plans, they can provide a broader range of investment options.
Each of these options offers unique benefits:
- 529 Plans: A tax-advantaged savings account that allows your contributions to grow tax-free when used for qualifying education expenses. This plan can significantly reduce your taxable income, making it a great choice for high-income earners looking to save for college.
- Custodial Accounts: These accounts, such as UTMA/UGMA accounts, allow you to transfer assets to a minor, offering flexibility in how the funds are used. While they are not as tax-advantaged as 529 plans, they can provide a broader range of investment options.
Life gets busy, and before you know it, your kids are ready for college. With our guidance, you can avoid the last-minute stress that often leads to unforeseen expenses. We help ensure that your children have the financial support they need, avoiding the burden of lifelong student loans or the limitations of attending a subpar institution.
Life gets busy, and before you know it, your kids are ready for college. With our guidance, you can avoid the last-minute stress that often leads to unforeseen expenses. We help ensure that your children have the financial support they need, avoiding the burden of lifelong student loans or the limitations of attending a subpar institution.
WE'D LOVE TO HEAR FROM YOU
For more details about our firm and the services we provide, feel free to drop us a quick email or give our office a call. We’d be delighted to connect and discuss how we can assist you
info@crescent-is.com| 469-666-7106
WE'D LOVE TO HEAR FROM YOU
For more details about our firm and the services we provide, feel free to drop us a quick email or give our office a call. We’d be delighted to connect and discuss how we can assist you
info@crescent-is.com
469-666-7106
General Investment Disclaimer
Crescent Investment Solutions LLC is a Registered Investment Advisor in Texas. The material on this site is for informational purposes only and should not be construed as an indicator of future performance, an offer to sell, or a solicitation of an offer to buy any security. We do not offer or sell securities in any jurisdiction where such actions would be unlawful under applicable securities laws. Transactions or investment advice may only be rendered after meeting state-specific licensing requirements or if exempt. For licensing status or disciplinary history of Crescent Investment Solutions or its agents, please contact your state securities law administrator.
Custodian Information
Crescent Investment Solutions LLC partners with Charles Schwab as our primary custodian to ensure your assets are securely held and managed. We work closely with Schwab to provide a seamless experience for managing your investments.
ESG Investment Disclaimer
Crescent Investment Solutions LLC offers ESG (Environmental, Social, and Governance) investment strategies that align with our clients’ values. Please note that while ESG investments aim to promote sustainable and responsible practices, they may also carry additional risks or may underperform compared to non-ESG investments. The selection of ESG investments is based on criteria that may exclude certain industries or companies, which could impact overall portfolio performance. As with all investments, there are no guarantees of future returns.
Hypothetical and Extracted Performance Disclaimer
Any references to hypothetical or extracted performance on this site are not indicative of future results. Such performance data is inherently limited and does not reflect actual trading or the impact of market factors, such as liquidity constraints. Clients should not assume that future performance will mirror hypothetical or extracted performance.