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Andy Klinker

(260) 420-0768

Saving for College

Our first priority is helping you take care of yourself and your family. College is a major expense that needs saved for and below you will find a couple tools we use for a clients successful college savings plan.

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Indiana 529 Saving Plan

A tax-advantaged investment option that is designed specifically for college savings. The funds saved in this type of account may only be used for qualified higher educational expenses such as tuition, books, and room and board. With our help we can decide if this type of college savings plan is right for your needs and assist in the management of this account.

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UGMA/UTMA Custodial Accounts

The Uniform Gifts to Minors Act (UGMA) and the Uniform Transfers to Minors Act (UTMA), allows investors to take advantage of the lower tax rate for children while saving for education. One of the many companies that we utilize at KWMG is American Funds. We have spotlighted their product for this particular category.  

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