Mader & Shannon Now Offers 529 College Savings
Plan Management Through TDAmeritrade

Mader & Shannon now has the ability to monitor and manage 529 College Savings plans on the TDAmeritrade platform. The plans are sponsored by the State of Nebraska and Union Bank & Trust Company serves as the Program Manager.

The benefits for our clients are as follows:
- Mader & Shannon can continuously monitor the plans and make allocation changes periodically through primarily Vanguard funds (currently the IRS restricts changes to twice a year).
- Tax parity laws in some states (including Missouri and Kansas) make the state tax deductions available even though the plan is in Nebraska.
- Eligibility for tax-free withdrawals for qualified higher-education expenses applies to any nationally accredited school, not just those in Nebraska.

Contact Bret Guillaume at (816)751-0575 or bret@madershannon.com to open an account or transfer an existing 529 balance.

For more information on College Savings Plans visit www.collegesavings.org