CornerBank offers savings options for tackling college expenses. Your investment professional will work with you to develop a plan that fits your goals and needs. Please get in touch to discuss your goals to begin creating your personalized college savings plan.
|This account allows for nondeductible contributions to an account that features tax-free withdrawals for a child’s primary, secondary or post secondary education expenses.||College savings plans allow for nondeductible contributions and tax deferred accumulations of earnings. The Distributions are tax-free for post secondary educational expenses.|
|There is no limit on the annual contributions; however the 529 College Savings Plan is capped at $350,000 per beneficiary. Anyone can contribute to the account. Annual gift tax should be considered when making contributions to a 529 plan. Before investing in a 529 plan, investors should carefully consider whether the investor’s or beneficiary’s home state offers any state tax or other benefits available only from that state’s 529 plan.|
Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency. Advisory Services may only be offered by Investment Adviser Representatives. Located at: 900 Main St, Winfield, KS 67156, 620-221-5076
Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information on this website is for U.S. residents only and does not constitute an offer to purchase brokerage services to persons outside of the United States.