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Education Financial Services, Your 529 Advisors

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Click on or select a state to get information on that state's offered 529 plans.

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Securities offered through Medallion Investment Services, Inc.*
Member NASD & SIPC (410) 544-8400
Insurance products offered through Medallion Insurance Services, LLC*
*Wholly-owned subsidiary of TMG Holding Company, Inc. T/A The Medallion Group

Non qualified withdrawals are subject to federal and state income tax and a 10% penalty.

The federal tax treatment of 529 Plans under the Economic and Tax Reconciliation Act of 2001 will expire after December 31, 2010 unless Congress extends the law.

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This website is intended for use by residents of AZ, CA, CO, IL, MA, MI, NJ, NY, OR, SC, TX, VA and WA only. The information provided is intended for educational use only and is not meant as a solicitation in any state where we are not licensed

 


 

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