Education

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	U.S. Bancorp Investments > Products & Services > Education

Education

Education

We offer several ways to help you meet future educational expenses, including:

Coverdell Education Savings Accounts - Tax-deferred accounts that allow you to save up to $2,000 a year per child. Earnings can be withdrawn tax-free when used for the child's education. (Verify with a tax expert).
Custodial Accounts (UGMA, UTMA) - Accounts set up in the child's name. Earnings are taxed at the child's marginal tax bracket, rather than yours.
529 Plans - Another type of account in which money invested for educational purposes can grow tax-deferred. Withdrawals are tax-free when used for qualified education expenses. Since the specifics of these plans vary from state to state, please contact a Financial Advisor or Financial Specialist at your local U.S. Bank branch to determine which one best meets your needs.

Stop by your nearest U.S. Bank branch and speak with a U.S. Bancorp Financial Advisor for advice on education and college planning.

U.S. Bancorp Investments is not a tax advisor. When it is appropriate you are encouraged to seek professional tax advice.

Securities and Exchange Commission Rule 11Ac1-6

U.S. Bancorp Investments, Inc. has prepared the linked report pursuant to U.S. Securities and Exchange Commission rule 11Ac1-6 requiring quarterly reports of order routing practices. The report provides information on the routing of any order that the customer has not specifically instructed to be routed to a particular venue for execution. For these non-directed orders, U.S. Bancorp Investments, Inc. has selected the execution venue on behalf of its customers. View the U.S. Bancorp Investments, Inc. 11Ac1-6 report.

Investment products and services are available through U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank.

Insurance products are available through U.S. Bancorp Insurance Services, LLC, in Montana U.S. Bancorp Insurance Services of Montana, Inc., and in Wyoming U.S. Bancorp Insurance & Investments, Inc. All are licensed insurance agencies and subsidiaries of U.S. Bancorp and affiliates of U.S. Bank. Policies are underwritten by unaffiliated insurance companies and may not be available in all states. CA Insurance License Number OE24641.

NOT A DEPOSIT	NOT FDIC INSURED
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
MAY LOSE VALUE	NOT GUARANTEED BY THE BANK

U.S. Bank is not responsible for and does not guarantee the products and services, or the performance of the products or services, offered by its affiliates or by third parties.

* U.S. Bancorp Investments, Inc. and U.S. Bancorp Insurance Services, LLC is not a tax advisor. When it is appropriate, you are encouraged to seek professional tax advice.






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