Essex Financial Services

Education Planning

Will you be able to adequately finance your children’s education?

The good news is that today there are more educational planning choices than ever, many with significant tax benefits.

Whether you’re interested in the qualified tax-free withdrawals of a 529 College Savings Plan, the gifting option of a UTMA/UGMA or the tax deductions available under an Education IRA, Essex Financial Services can help you explore your options and guide you toward smart decisions.

This site is published for residents of the United States only. Essex Financial Services' Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact us for information and availability.