Our San Francisco branch is temporarily closed due to shelter in place guidelines and the occasional impact this has on our ability to staff all of our branches. The following branches are open: Campbell, Cupertino, Dublin, Fremont, Milpitas, Palo Alto, San Jose, Santa Teresa, and Sunnyvale. Branch ATMs remain operational.
Click here for branch locations and hours.
The cost of sending a child to college is increasing and shows very few signs of slowing. Average costs have almost doubled over the past few years. And, do not forget to include additional costs of books, transportation and entertainment.
Starting to save early is critical and like any saving goal, the sooner you start and the more you save, the more you will have when you need it.
529's can be used for Private elementary all the way through high school.
There are special provisions to allow of up to five years of contributions to be made without gift taxes. Withdrawals used for qualified educational purposes are excluded from federal income taxation.
An account can be opened with a minimum of $250.
We also offer a flexible start option of $50 for 5 months to get you the starting required balance of $250.
Developing a college saving habit can provide your children with the funds they need and provide you with the satisfaction of knowing that you are doing the right thing.
Contact us today at (800) 851 -8549 or email us at firstname.lastname@example.org.
investing in a 529 plan, investors should carefully consider whether the
investor’s or beneficiary’s home state offers any state tax or other benefits
available only from that state’s 529 plan.
and insurance products are offered through Cetera Investment Services LLC
(doing insurance business in CA as CFGIS Insurance Agency), member
FINRA/SIPC. Advisory services are
offered through Cetera Investment Advisers LLC.
Neither firm is affiliated with Technology Credit Union. Investments are: ● Not FDIC/NCUSIF insured ● May lose value ●
Not financial institution guaranteed ● Not a deposit ● Not insured by any
federal government agency. FINRA Registered Branch: 2010 N. First Street, Suite 500, San Jose, CA
95131 ● 800-851-8549
Professionals are registered to conduct securities business and licensed to
conduct insurance business in limited states. Response to, or contact with
residents of other states will only be made upon compliance with applicable
licensing and registration requirements. The information in this email is for
U.S. residents only and does not constitute an offer to sell, or a solicitation
of an offer to purchase brokerage services to persons outside of the United