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Marin Wealth Advisors

Marin Wealth Advisors, LLC.

Registered investment Advisor

  • Investment Advice
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  • Investment Advice
    • Help with Your Investments
    • Investment Standards
    • ESG Investing
    • ESG Portfolio Management
  • Financial Planning
    • Stock Compensation Advisors
    • 529 College Savings Plan
    • Estate Planning Advisors
    • Personal Financial Coach
  • Retirement Planning
    • Retirement Financial Advisor
    • Early Retirement
    • Employer 401K Plans
    • IRA Rollover Accounts
    • Business Retirement Plans
  • Online Wealth Advisor
  • About
  • Blog
  • Locations
  • Contact
  • Client Portal

529 College Savings Plan in the Bay Area

Save Money for College Tax-Free With a 529 College Savings Plan

Why You Should Be Establishing A 529 College Savings Plan

Tax Advantages – Earnings grow tax-free and withdrawals from a 529 College Savings Plan for qualified higher education expenses are free from federal tax. Tuition, room and board, required books and supplies are all qualified higher education expenses.

A 529 College Savings Plan – can be used for any accredited college, not just schools in the state that sponsors your plan. Includes undergraduate, graduate, post-graduate and technical training.

Anyone Can Contribute – to your child’s 529 Plan – parents, grandparents, uncles and aunts, other family members and friends.

Up to $15,000 Per Person – a year in 529 Plan contributions allowed starting in the 2018 tax year ($30,000 for married couples) without gift-tax consequences. Or, under a special election, up to $75,000 ($150,000 for married couples) can be contributed at one time by accelerating five years’ worth of contributions.

No Income Limits – You can contribute to 529 College Saving Plans no matter how much you earn.

Ability to Save for Anyone – your child or grandchild, a niece or nephew, a friend or yourself. You can even change beneficiaries within the same family.

Control of Your Assets – You decide when to make withdrawals. You can move your assets once a year or when you change beneficiaries.

Attention Grandparents – A 529 College Savings Plan may be the best Gift you can give your grandchild.

Marin Wealth Advisors – Will make sure you have the best possible plan for education savings and investing.

Uniform Transfer to Minors Account (UTMA) – A UTMA may be an important consideration for expenses beyond direct education expenses.

College Coach – Consider a College Coach early for choosing the right school at the right price for your child.

Working With Marin Wealth Advisors

Fee-only Investment Management
Financial Planning at an hourly rate
No commission, no conflict of interest

Request a complimentary one-hour financial review


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    Marin Wealth Advisors LLC

    899 Northgate Drive, Suite 300
    San Rafael, CA 94903
    415-458-5880

    50 California St. Suite 1500
    San Francisco, CA 94111
    415-472-5885

    1901 Harrison Street, Suite 1100
    Oakland, CA 94612
    510-217-8100

    2121 California Blvd, Suite 290
    Walnut Creek CA 94596
    925-374-4899

    info@marinwealthadvisors.com

    All Content Copyright © 2023 Marin Wealth Advisors, Registered Investment Advisor, Marin County, CA

    Disclaimer:
    The MWA website and blogs are limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.
    All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

    No information contained on this website or blog constitutes tax, legal, insurance or investment advice.

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