“Da da” – first words, beaming father, and now translates to “Dad I need $50k for freshman year of college.”

It all goes by so fast – are you going to be ready to move your child into his dorm room, buy his books, and pay that first whopping tuition bill? Education is unavoidable, but the cost of it doesn’t have to break the bank. At Robertson Insurance Group your family is our family. We understand what it takes to raise a child in today’s world, and we have a college savings plan just for you.

• 529 Savings Plan
• Coverdell Education Savings Account

Both of these college savings plans provide you with a tax-free way to pay for your child’s education. Both plans work very much like a Roth IRA. You put your money in after tax. The withdrawn earnings are tax-free as long as they are used for educational expenses (books, tuition, fees, etc). One of the benefits of these programs is that even if the designated child doesn’t go to college, the money can remain in the account and be transferred to another relative (it must be a relative) for educational expenses.

Planning for your future is a wise investment for you and your children. Our team of qualified agents understands life, education, and preparation. We can help you make informed decisions that fit your lifestyle – from start to finish. Robertson’s experience and reputation of industry excellence afford us a wider range of financial investment opportunities, providing you with more choices and better financial options.

It’s simple, fast, and absolutely free! Call to speak to an agent at 610-866-2400 or fill out the Get A Quote form today with no obligation. Or stop in at one of our three convenient locations in the Lehigh Valley.