INSURANCE
Nobles Pound Financial Planning can also help protect you and your family with life insurance or annuities that meet your specific needs. We are licensed as independent agents, which allows us to work with multiple carriers and provide the best value and options for our clients.
For the security and peace of mind that come from having the right insurance product(s) for your family, contact Nobles Pound.
529 PLANS
The 529 Plan is a tax-advantaged savings account designed to be used for a beneficiary’s educational costs, including college expenses (tuition, books, fees, room and board, computer and more) as well as K-12 tuition, approved trade school tuition, certain apprenticeships or student loan repayments. The beneficiary of your 529 Plan can be a child, grandchild or someone else. As the money you invest in this type of account grows over time, earnings are free from federal and state income tax when used for Qualified Education Expenses. Excess money in the account can be rolled over to a ROTH IRA for the beneficiary, if certain criteria are met.
Nobles Pound Financial Planning can help you set up a 529 account, navigate the rules and regulations, and maximize the money you invest with a strategy targeted to this unique investment opportunity.
