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Securities America - Williamsburg, VA

Call Us: (757) 258-3134


Use of 529's

We use this account not only as a higher education savings plan but also as a planning tool. This is a tax-advantaged investment vehicle tailored for higher education expenses, and is very useful in advanced comprehensive financial and estate planning. CollegeAmerica is the only state sponsored plan in Virginia and allows residents certain tax benefits based on amount contributed. CollegeAmerica is available in most states and is tailored to that specific state.