College Savings

A 529 College Savings Plan is a tax-advantaged investment vehicle in the United States designed to encourage saving for the future high education expenses of a designated beneficiary.

• Prepaid Plans allow one to purchase tuition credits at today's rates, to be used in the future. Performance is based upon tuition inflation.

• Savings Plans are different in that all growth is based upon market performance of the underlying investments which typically consist of mutual funds. Most 529 plans offer a variety of age-based asset allocation options where the underlying investments become more conservative as the beneficiary gets closer to college age.

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_{Joseph M. Floss, CIC, Investment Advisor Representative, jfloss@ae.CadaretGrant.com. Securities offered through Cadaret Grant & Co., Inc. member FINRA/SIPC  8625 Main Street, Williamsville, NY  14221  716-631-0190 Licensed in Arizona, California, Connecticut, Florida, Pennsylvania, Nevada, New Hampshire, New Jersey, New York, Ohio, South Carolina, Tennessee and Virginia www.CadaretGrant.com. EMS Group, Floss Agencyand Cadaret Grant are separate entities.}