529 Plans

Save for college with a specialized plan
  • Rely on professional guidance. 
  • Choose from more than 50 plans. 
  • Take advantage of tax breaks and flexibility. 

Many states offer a 529 college savings plan,
and you can join any of them.

First Bank Wealth Management guides you toward the right choice through our partner, Infinex Financial Group. 

College costs are rising, and planning ahead is the best course of action. With so many options available in 529 plans, you want to find the one that maximizes savings, limits tax exposure and fees, and allows the most flexibility in spending funds on college costs. We'll help you take advantage of these valuable college savings plans. 

  • Open a 529 plan regardless of your income level.
  • Apply funds to pay the full cost at any accredited college or graduate school in the United States or abroad.
  • Defer taxes on your contributions and withdraw earnings tax-free. (Please consult your tax advisor for more details.) 
  • Receive additional tax benefits depending on the state's 529 plan. 
  • Contribute $350,000 and more in most cases, though limits vary by state.
We have the key for you to open the doors to your dream home.