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 529 Plans 

Section 529 college savings plans have been established by most states, including Oklahoma and Texas, and are offered to residents of all states.

Advantages of 529 Plans:

  • Large contributions per beneficiary
  • No income limitations or age restrictions
  • Donor retains control of account

Learn more about strategies to attain your financial goals, such as Retirement Solutions, IRAs, Changing Jobs (Rollovers), Retiring (Rollovers and Immediate Annuities), College Savings, Financial Guidance, and Estate Tax Planning.

Contact a Financial Consultant to learn more

Contribution limits are generally expressed as a lifetime contribution cap or a maximum account balance. The maximum account balance limit usually is linked to the reasonably expected costs of 5 years of tuition, mandatory fees, room and board at the most expensive school in the plan.


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© 2010 IBC Investment Services. All Rights Reserved

Securities and Insurance products offered through LPL Financial and its affiliates, Member FINRA / SIPC. International Bank of Commerce is not a registered broker dealer and is not affiliated with LPL Financial.

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

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. LPL Financial Services’ U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.