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Education Funding Solutions

The Summit Retirement & Investment Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.

A Summit adviser can help you plan and save for a child’s future educational needs.

Check the background of our investment professionals on FINRA’s BrokerCheck.


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529 Plans

529 plans, or “qualified tuition plans,” are tax-advantaged savings accounts for future college tuition and related costs. Eligible expenses, such as tuition, books, computers, room and board, vary with each type of plan. The two types of 529 plans are pre-paid tuition plans and college savings plans.

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Coverdell Education Savings Account

A “Coverdell ESA” or “education savings account” are tax-advantaged investment accounts for future education expenses. In addition to higher education expenses such as tuition and fees, qualified expenses include elementary and secondary education.


*The Summit Retirement & Investment Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.

The Summit Retirement & Investment Services Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.

For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

FR-3071354.1-0520-0622