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529 College Savings Plans

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529 College Savings Plans


Prior to investing in a 529 Plan, investors should consider whether the investor’s or designated beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state’s qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary.
Please consult with your tax advisor before investing.

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For more information about our services, you can call our office at 1 (800) 533-4370 or 1 (574) 722-4222 You can also email us at sharon.musselman@lpl.com.

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Phone: 574-722-4222

Phone: 1-800-533-4370

sharon.musselman @lpl.com

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1529 E Market Street, Logansport, IN 46947

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