It’s never too early to start planning for college. Paying for higher education can be one of the biggest and most stressful expenses for a family. Orange County’s Retirement and Investment Services Team can review options to help you save for a college education.

529 College Savings Plan
Designed as a tax-advantaged way of saving for higher education working with a qualified investment professional. It’s an easy, affordable and convenient way for families to save.
     • Allows anyone to set aside money for education
     • Funds can be used at most post-secondary schools in the U.S.,
       including trade schools and community colleges
     • Tax-deferred earnings for qualified higher education costs
     • Tax-free withdraws for qualified expenses

College Financing 101 Workshop
We appreciate your struggle to put children or grandchildren through college. We offer an exclusive presentation for Members to learn about paying for higher education.
     • Budget for your teenager’s college education
     • Learn about financial aid and alternative funding options
     • Talk to financial aid experts about scholarships, grants and FAQs

Roth IRA
Another great way to save for college. By setting aside money now, even a small amount from each paycheck, you can watch your savings compound and enjoy growth potential.
     • Money you contribute grows tax-deferred
     • Withdraw your principal and earnings possibly tax and penalty free

Start saving for a college education today.
Call (888)354-6228 ext. 7599

For information regarding specific tax qualifications, please consult a tax advisor. Unless certain criteria are met, restrictions, IRS penalties and income taxes map apply on withdrawals taken from retirement accounts prior to age 59 ½.

Securities, Insurance Products and Investment Advisory Services offered through LPL Financial and its affiliates, member FINRA/SIPC and Registered Investment Advisor. Orange County Credit Union: not registered broker/dealer nor are they affiliated with LPL Financial.

This site is designed for U.S. residents only. The services offered within this site are available exclusively through U.S. Representatives. LPL Financials U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.