Estate Investment Group - Deferred Sales Trust™

A Full Suite of Investment Services

Education Investments

Investing for your retirement and investing for a child's or grandchild's education are major concerns for many investors. Our firm provides strategic investments that allow clients to bridge the gaps between education investing and retirement investing.

We assist our clients with the understanding of and investment direction of the following educational investment accounts:

  • 529 Plans
    A 529 college savings plan is a tax-advantaged college savings vehicle that lets you save money for college in an individual investment-type account.

  • Coverdell Education Savings Account
    A Coverdell education savings account (Coverdell ESA) is a tax-advantaged education savings vehicle that lets you save money for college, plus elementary and secondary school (K-12) at public, private, or religious schools.

  • Custodial Accounts
    UTMA/UGMA are trust accounts established for the benefit of a child.

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Request an Appointment

Contact us for a complimentary consultation. The Estate Investment Group is available to help with Retirement Investments, Insurance & Annuities, Education Investments, Asset Management and more.

 

Our Services

Deferred Sales Trust™

An alternative to 1031 exchanges and direct sales, Deferred Sales Trusts provide the ability to liquidate and reallocate highly appreciated assets in order to generate an income stream that postpones the payment of capital gains taxes. 

Contact Info

Phone

  • (619) 220-0002
  • (866) 434-4500

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