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At SPC Financial, Inc. our financial “tax strategists” believe it’s never too soon to
begin saving for a child’s future education…here in the land of tax advantaged savings
plans and pre-paid college tuition fans. Where grandparents can gift and receive a
financial lift and where parents can save, to pave the financial way.
If you’re looking to accrue funds for college, lock in future tuition expenses or seeking a
tax efficient approach to take the slice out of college funding, consider a 529 plan. There are
potential income tax and estate tax benefits available. Contact one of our tax integrated,
wealth advisors at 301-770-6800 or log in at www.spcfinancial.com to learn how you too can
potentially help fund a childhood dream, with the gift of educational opportunity and choice.
Investor should carefully consider the investment objectives, risks, changes, and expenses associated with 529 plans before investing. More information
about specific 529 plans are available in each issuer’s official statement which should be read carefully before investing. Also before investing, consider
whether your state offers 529 plans that provide residents with favorable state income tax benefits. Distributions for qualified educational expenses are tax
free under current law. Investors should consult the appropriate professional to discuss state tax consequences of an investment in a 529 plan.
*RJFS and SPC Financial, Inc. do not provide tax or legal advice. Tax services & analysis are provided by the related firm
Sella & Martinic, LLC through a separate engagement letter with clients. Sella & Martinic, LLC, is independent of RJFS.
TAKE A SLICE OUT
OF COLLEGE FUNDING!
College Savings Funds • Potentially Tax Free Distributions • Investment Options