MARQUIS WEALTH GROUP

(480) 581-5330

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    • Home
    • Who We Are
      • About Us
      • Our Team
      • Our Partners
    • What we do
      • Achieving the Right "Fit"
      • Process
      • Services
      • Events - Current
      • Events - Past
      • Market Updates
    • Clients
      • Contact
      • American Funds 529
      • Forms
      • LPL Client Log in
      • Resources
      • Security & Statements
      • Tax Planning

(480) 581-5330

MARQUIS WEALTH GROUP
  • Home
  • Who We Are
    • About Us
    • Our Team
    • Our Partners
  • What we do
    • Achieving the Right "Fit"
    • Process
    • Services
    • Events - Current
    • Events - Past
    • Market Updates
  • Clients
    • Contact
    • American Funds 529
    • Forms
    • LPL Client Log in
    • Resources
    • Security & Statements
    • Tax Planning

American Funds 529 Plans

Discover what’s possible by saving for a lifetime of learning

The gift of education at any stage of life, whether for a loved one or for yourself, is like no other. CollegeAmerica, a tax-advantaged 529 savings plan, can unlock a world of opportunity and aid in lifelong learning — from K–12 to college and apprenticeships through retirement — to achieve a better future.

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529 Plans Reference Guides

Learn more about an American Funds 529 (pdf)Download
How access your 529 account online (pdf)Download
How to contribute to your 529 (pdf)Download
What can a 529 be used for? (pdf)Download
How to withdraw money from your 529 (pdf)Download

Education Costs

  • Compare the cost of different colleges or use national averages for either public or private colleges
  • Generate a personalized report that includes a summary of projected costs and savings

College Cost Calculator

Copyright© 2023 Marquis WEALTH Group-All Rights Reserved. All entities are separate and unaffiliated with LPL Financial. SECURITIES offERED THROUGH LPL FINANCIAL, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH STRATOS WEALTH PARTNERS, A REGISTERED INVESTMENT advisor. stratos wealth partners AND THE MARQUIS GROUP ARE SEPARATE ENTITIES FROM LPL FINANCIAL. THE LPL FINANCIAL REGISTERED REPRESENTATIVES ASSOCIATED WITH THE SITE MAY ONLY DISCUSS AND/OR TRANSACT SECURITIES BUSINESS WITH RESIDENTS OF THE FOLLOWING STATES: 

AK, AZ, CA, CO, FL, ia, IL, MA, MI, MN, MT, NM, OH, OR, VA, WA, WI.

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