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EDUCATION SAVINGS PLAN

RML FINANCIAL GROUP

Life comes at you fast. We can help you keep on top of what’s important. The sooner you start saving for education the better.

Whether you're new to saving for education or have been socking away money for a while, it's a good idea to work with a financial advisor to walk step-by-step through your strategy.

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  • ​529 Education Saving Plans

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  • Custodial Accounts

Why invest in an Education Savings Plan?

Tax advantages
Earnings grow federal income tax-deferred and qualified withdrawals are federal income tax-free.


Flexible use of funds
Utilize the funds for a wide range of college expenses at accredited schools nationwide, in addition to tuition
expenses for K-12.


Many investment choices
Choose either an age-based strategy or a custom strategy.

Graduation Caps
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101 Base Lodge Lane, Swansea, MA 02777  •  401.952.0720

Check the background of this financial professional on FINRA's BrokerCheck

 

 

Securities and investment advisory services offered through Osaic Wealth, Inc, member FINRA/SIPC. OW is separately owned and other entities and/or marketing names, products or services referenced here are independent of OW.

 

Insurance services also offered by representatives of RML Financial Group.

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Click to view our Customer Relationship Summary.

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PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. 

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This communication is strictly intended for individuals residing in the states of CT, FL, MA, MI, RI, VA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

© 2019 RML Financial Group. All Rights Reserved.

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