529 Education savings... packed with BENEFITS for you!

The financial consultants of Travis Financial Services want to help you get ready to send your kids to college.

Planning now for the academic future of your children and grandchildren is a strategic move that will provide a competitive edge in tomorrow’s world—a world that may be very different from ours, today.

Help them prepare. Schedule a free appointment for assessing the options, defining your goals and determining whether a 529 education savings account is right for you:

• Tax-free growth: Earnings grow tax-deferred and distributions
  for qualified education expenses are free from federal income tax.
  

• Donor control: You control the account because your child has
  no explicit rights to funds when they are in your name.
  

• High contribution limits: Up to the anticipated cost of your child’s education.
  

• Estate tax benefits: Up to $12,000 per year qualifies for the
  annual gift tax exclusion.

Call us today. Tomorrow is almost here.

By investing in a 529 plan outside of the state in which you pay taxes, you may lose tax benefits offered by the state’s plan. Withdrawals used for qualified expenses are free of federal taxes. Tax treatment at the state level may vary.

Securities offered through Linsco/Private Ledger (LPL) Member NASD/SIPC. Insurance products offered through Private Ledger Insurance Services of California, Inc. and its affiliates.Financial consultants are licensed with Linsco/Private Ledger.

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