Resources for Financial Professionals
As clients come to you concerned about rising costs of college tuition, we want you to have the information you need to help them make an informed decision about options for paying for college. Look to the state of Texas 529 prepaid and savings plans to help create a strategy for your clients. Texas 529 plans offers secure college-funding options along with federal tax exemptions, gift and estate tax benefits.
You can download materials from each web site below to help you learn more about the benefits of our program and how it can be a part of the your client’s financial planning strategies in saving for college.
Note: The LoneStar 529 Plan is an advisor-sold program.
Also, please encourage your clients to use our site and follow the guide to define their path to Texas careers and college planning and payment strategies.
More Every Chance, Every Texan Resources:
Ways to Pay and Save - View our timeline for taking advantage of several ways to pay and save.
Have suggestions? Contact us.