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The Alaska USA Financial Planning & Investment Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com
Products
Plan for future education needs—no matter what type of education track your children decide to follow. Here are a few of the most common college saving options.
529 plans (Qualified Tuition Plans)
Also known as "qualified tuition plans," 529 plans are tax-advantaged savings accounts designed to encourage saving for tuition and related fees and costs. There are two types of plans: pre-paid tuition plans and college savings plans. Depending on the type of plan, eligible expenses may include tuition, mandatory fees, books, computers, and room and board.
Coverdell Education Savings Plans
Commonly referred to as an "education savings account" or a "Coverdell ESA" these accounts are tax-advantaged investment accounts designed to encourage savings to cover future education expenses. Qualified expenses for these accounts include elementary and secondary education in addition to higher education expenses such as tuition and fees.
What to expect if you work with us
A financial professional will listen to your needs and goals, and then help you create a roadmap to get there.
Timing and a solid investment approach are important to any strategic investment plan. With a financial professional to help you, you don’t have to worry about going it alone.
Markets are constantly changing—sometimes up, sometimes down. A professional can help you remove emotion from the equation, so your goals stay on target.
Your overall financial health is about much more than just the stock market, and a financial professional can show you how to manage your goals no matter what milestone is happening in your life.
Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, D/B/A Alaska USA Financial Planning & Investment Services, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR-3878557.1-1021-1123 Exp. 11/20/2023
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