College Savings Plans

Your Suncoast Wealth Solutions, Inc. Financial Professional can help you develop a plan for one of life’s biggest expenses – paying for college. The cost of a college education continues to rise and, next to retirement, may be the biggest expense your family is likely to face.

Your Financial Professional can help you make sense of the many options available and develop a comprehensive college savings strategy that best suits your situation and goals.

Through Lincoln Investment, the Financial Professionals at Suncoast Wealth Solutions, Inc. offer several college savings plan options, each with its own set of rules, benefits and limitations:

  • 529 College Savings Plans
  • Coverdell Education Savings Accounts
  • UGMA / UTMA Accounts
  • Traditional and Roth IRAs
  • Non-qualified Investments