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PC-SS Education Planning PC1538-Digital
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EDUCATION PLANNING
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Smart Strategies for College Savings Plans
Knowing your options when making decisions regarding your children’s or grandchildren’s college savings plans is important. A Commerce Trust advisor will help you identify the right plan to meet your specific needs and understand the associated tax benefits. * Our approach starts with fully understanding your views and values around education for your family and goals of funding all or a portion of the costs. The first step is working with your Commerce Trust advisor to complete the Education Analysis Questionnaire. At that point, we are able to provide you with a complete analysis which
EDUCATION PLANNING
EDUCATION PLANNING
A COMMERCE TRUST ADVISOR CAN ASSIST YOU AND YOUR FAMILY WITH: Choosing the right plan that suits your needs Understanding education tax credits and deductions Utilizing special gifting techniques Understanding risks, charges and associated fees identifies the right type of savings plan, as well as a contribution and withdrawal analysis for each recipient, showing projected overfunding or shortfalls.
Contact a Commerce Trust Company advisor today. 1-855-295-7821 | commercetrustcompany.com
Wealth | Investments | Planning Commerce Trust Company
1 Consult with your tax advisor. NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE
Commerce Trust Company is a division of Commerce Bank. CTC0717-PC1534