Education Funding

...has always been a problem for many families. With the recent introduction of state sponsored 529 plans, families can now invest for children and grandchildren with tax favored investment vehicles that allow significant dollar amount deposits. Up to $11,000 per year can be invested for future college or advanced education expenses by parents, aunts, uncles, and grandparents. This $11,000 limit can be expanded to $50,000 by combining 5 years of deposits into a single year. The income is tax free when spent on qualified post-secondary school expenses. Contact us about this college funding vehicle.

BRIMMER FINANCIAL
rbrimmer@nationalsecurities.com
59 Finlay Road - P.O. Box 2806 - Orleans, MA 02653
tel. 508-240-0320 fax 508-240-2309 toll free 800-237-9322
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Securities offered through National Securities Corporation, Member FINRA/SIPC.
Investment Advisory Services offered through National Asset management, Inc., a Registered Investment Adviser and affiliate of National Securities Corporation.
Accounts are carried by National Financial Services LLC, Member NYSE/SIPC, a Fidelity Investments Company.