529 plan


529 Plans: Know the Rules for College and K-12 Qualified Expenses

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Contributions made to a 529 are made with after tax dollars, but the earnings on the contributions grow tax deferred, and withdrawals made for qualified expenses are tax free.

What is the Best Way to Save for College?

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Compare 529 plans, investment savings accounts, paying once schools starts, and using student loans.

Family Gifting Strategies

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Keep it in the family and still save on taxes.

Which College Savings Account Is Right for You?

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Here are 3 popular choices.

You’ve worked hard to save for retirement. How can you turn your wealth into an income that’s designed to last your lifetime?

Now that retirement is a reality, or will be soon, you probably have questions. Here on our website, you can find generalized advice, but don’t you deserve advice tailored just to you?

Clint Krushinsky is here to help you get answers. Simply call him at 717-560-3800 or 1-888-876-3437. He’ll answer your questions and help you get to know us. If we are a potential fit for each other, Clint can arrange for up to two hours of initial consultation with no cost or obligation and no sales pitch.

2025 Lititz Pike, Lancaster, PA 17601
Phone: 717-560-3800, Toll-Free: 888-876-3437