Help Clients Meet
Significant
Financial Needs

With a complete package of strategies, tools and resources from Pershing, you can help your clients meet their critical long-term savings needs.

Resource

529 Qualified Expenditures: Ten qualified expenditures for 529s your clients want to know about

EDUCATION AND HEALTH SAVINGS ACCOUNTS

Our Capabilities

POPULAR 529 EDUCATION SAVINGS PLANS

Pershing's open architecture solution provides access to a variety of 529 education savings plans. It also includes a powerful selection tool to compare plan features such as tax benefits, fees and investment options. Helpful documentation and marketing materials are also available online.*

TAX-ADVANTAGED COVERDELL ACCOUNTS

Coverdell Education Savings Accounts (ESAs) are trust or custodial accounts that can be used for the education expenses of a designated beneficiary. Withdrawals from a Coverdell ESA can be used for qualified elementary and secondary education expenses as well as higher education expenses..

HEALTH SAVINGS ACCOUNTS MADE SIMPLE

Health Savings Accounts (HSAs) are tax-favored saving and investment vehicles that can help clients manage the rising costs of high-deductible health plans. HSAs, offered through HSA Bank, deliver convenience, education, low maintenance fees and personal service.

*An investor should consider the investment objectives, risks, charges and expenses associated with municipal fund securities before investing. More information is
available in each issuer's official statement. Be sure to obtain an official statement from the underwriter of the security and read it carefully before investing.