529 Plans, Education Planning

529 Plans are state sponsored saving programs with special tax benefits to encourage saving for education. It is never too early to start saving for your child’s future; the sooner you start the better.

Investments in 529 plans involve risks to principal and may involve additional fees such as enrollment charges and annual maintenance fees. 529 plans offer no guarantees. Depending on your state of residence and the state of residence of the beneficiary, the plan may or may not be eligible for state tax benefits.

Investment Inquiries

Hours of Operation

Monday - Friday; 8:00 am to 4:30 pm and by appointment.

At Forsberg Investments and Insurance, we pride ourselves on making your questions and investments our priority, whether you call, email, or stop by the office - we are here for you.

Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor, Member FINRA\SIPC.  This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Not all products and services referenced on this site are available in every state, jurisdiction, or from every person listed. The FINRA registered branch office for Michael Forsberg is 99 10th Ave S Waite Park, MN 56387.