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WSECU Investment Management Education Planning

A young man wearing a beanie smiles in front of a brick wall

Savings for college

Options for saving money for higher education

529 Plans

  • Money grow tax deferred and comes out tax-free if used for higher education purposes
  • Contributions from $50/month to the gift limit of $15,000
  • Variety of investment choices
  • Ability to change beneficiaries
  • As a stock market product it can fluctuate in value
  • Taxes may be due if money is used for non-qualified expenses 

Educational Savings Accounts

  • Money comes out tax-free for secondary and higher education purposes
  • Contribution limit of $2,000
  • Variety of investment choices

Request Appointment

Here's what you will need

Investment Professionals Check

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

HOW TO REQUEST AN APPOINTMENT

Resources

Calculator

Retirement Planner Calculator

Do you know what it takes to work towards a secure retirement? Use this calculator to help you create your retirement plan. View your retirement savings balance and your withdrawals for each year until the end of your retirement.
Investing
Calculator

Asset Allocation Calculator

Asset allocation is designed to help you create a balanced portfolio of investments. Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash.
Investing
Calculator

401k Calculator

A 401(k) can be one of the tools to pursue a secure retirement. It provides you with two important advantages. Use this calculator to determine how much you'll have when you're ready to retire.
Investing

Investments

Securities offered through LPL Financial member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Financial planning services may be offered through Washington State Employees Credit Union d/b/a WSECU Investment Management, a registered investment advisor and separate entity from LPL Financial. Financial planning and other advisory services may be offered through LPL Financial, a registered investment advisor.

Not NCUA Insured | No Credit Union Guarantee | May Lose Value

WSECU Investment Management is a registered investment advisor in the State of Washington. The advisor may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

WSECU and WSECU Investment Management are not registered broker/dealers, nor are they affiliated with LPL Financial.

The LPL Financial registered representatives associated with this site may only discuss and/or transact business with residents of the following states: AK, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, LA, MA, MD, ME, MI, MO, MN, MT, NC, NE, NJ, NM, NV, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV.

NDIP (Non-deposit Investment Products) may be offered by an employee who serves both functions of the credit union and the selling of non-deposit investment products.

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