A college education is more essential than ever in today’s competitive world, but the thought of saving for higher education can be overwhelming. Let an East West Investment Services Financial Consultant show you how to get started with a 529 savings plan.

THE POWER OF TAX-FREE EARNINGS GROWTH

A 529 savings plan is one of the most popular ways of investing for a college education. This plan allows your investments to grow free from federal income taxes, and there are no federal taxes when distributions from the plan are used for qualified higher education expenses, such as tuition, room and board, books, and more.

This is a hypothetical example. The tax rate applied in the above chart is a blended federal and state tax rate of 24.45%. This example does not represent the performance of any particular investment. Income may be subject to federal alternative tax.

Why choose us?

Why choose us?

  • Experienced, multi-lingual Financial Consultants with a deep understanding of your cultural background
  • Expertise in both personal wealth and business planning
  • Convenient access to your investment portfolio using our Mobile App1

Contact us today

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DISCLOSURE

1 To access your investment portfolio using our Mobile App, you must be enrolled in the Bank’s mobile or online banking service. Additional terms and conditions may apply. East West Bank does not charge for Mobile Banking. However, your mobile service provider may charge for sending and receiving text messages on your phone. Check with your service provider for details on specific fees and data charges that may apply.

Investment and insurance products:

Not FDIC Insured Are Not Bank Guaranteed May Lose Value
Are Not Insured by Any Federal Government Agency Are Not Deposits

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Located at: 135 N. Los Robles Ave, Pasadena, CA 91101 Toll-Free 888.978.8617

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), 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. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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