About Us
Partners
Pricing
Resources
FAQs
Get Started
Gifting
- Login
- Send a Gift

Select Page

Tips for Using a Roth IRA to Save for College

by James Ratliff | April 7th, 2019

No Comments

in Press Item

Submit a Comment Cancel reply

Your email address will not be published. Required fields are marked *

Comment

Name *

Email *

Website

Save my name, email, and website in this browser for the next time I comment.

Search the site

Search for:

Recent Posts

Your Guide to Handling Debt
How to Pay off your Student Loans
What You Need to Know About Student Loans
What You Need to Know About Saving for Retirement
Buying a Car: What You Need to Know

Recent Comments

Archives

Categories

529 Plan
529 Plan
College
College
College Savings
College Tuition
Education
Families of U-Nest
Families of UNest
Parenting
Product
Promotions
U-Nest
Uncategorized
UNest

GET FREE WEEKLY UPDATES

College tuition is expensive. Knowledge is free. Get the latest tips and tricks to ensure you can afford college for your child.

I consent to my submitted data being collected via this form*

Thank you for subscribing!

Something went wrong. Please visit www.u-nest.com.

We respect your privacy and take protecting it seriously.

SOCIAL LINKS

Home
Blog
How it Works
Pricing
About Us
FAQs

Contact Us
Press
Affiliate
Legal
Important Disclosures

© 2018-2021 UNest Advisers, LLC. All rights reserved.

This website is operated by UNest Advisers, LLC., an SEC Registered Investment Advisor. Brokerage services are provided to clients of UNest Advisers by UNest Securities, LLC, an SEC registered broker-dealer and member FINRA. Member of SIPC. Securities in your account protected up to $500,000. For details, please see https://www.sipc.org. UNest does not provide investment advice on investments that are guaranteed by a bank or otherwise, or that are FDIC-insured. Investing involves risk and investments may lose value. Please consider your investment risk tolerance, objectives and UNest pricing before investing. Past performance does not guarantee or indicate future results. Investment outcomes and projections are hypothetical in nature. UNest does not provide tax advice. Please consult a tax professional for such information.. To understand Calculation Methodology, refer to the Disclosure about College Savings Calculator. See UNest Brochure for additional information about risks. Please review the program description here.

Important Information

The savings calculation is based on the following assumptions: 1) A contribution of $250 every month to the investment account for 18 years. 2) A hypothetical annual investment return of 8%. 3) Dividends are reinvested and no withdrawals are made from the account. A word about fees: The traditional advisor charges a 1% annual advisory fee and the investment fund has a 1.5% annual fee (source: SmartAsset.com). UNest charges a $2.99 monthly advisory fee and other operational fees as outlined in the UNest Program Agreement. The actual costs of working with a specific financial advisor may be different than this assumption. There is no guarantee of returns and you may lose money, including the principal amount you invested.