注册

教育储蓄计划

美国各种不同类型的教育储蓄计划,大多为税收递延账户,即:当投资人赎回教育储蓄计划的资金用于支付符合规定的高等教育费用时,所获得的投资收益可以免税。在美国常见的教育储蓄账户主要有ESA(Coverdell education savings account)和529计划。

欢迎咨询

项目优势

海投顾问为客户选择最佳529计划,筛选优秀基金,并进行风险分散的投资组合,提供全面、可靠的教育储蓄账户的投资方案。

项目流程

美国目前有上百种直销(Direct-sold )和30种顾问销售(Advisor-sold)的529计划可供选择,可投资选项高达1400多个。海投顾问会根据客户所在州的纳税政策(是否有应税收益抵减的优惠)来衡量529计划的选取,并挑选最优投资标的,搭建最优投资组合

The information offered on Haitou advisor is not financial, legal, or tax advice, and should not be treated as such. Neither Haitou advisor nor any of its directors, officers, employees, representatives, affiliates or agents shall have any liability whatsoever arising, for any error or incompleteness of fact or opinion in, or lack of care in the preparation or publication, of the materials and communication on the Site. All investors should make their own determination regarding any investment, based on their own respective independent evaluation and analysis. Certain investment opportunities offered through Haitou Advisor are not insured or guaranteed and investors may have negative returns. Historical Returns are neither a promise nor a guarantee of future results.

The "Site" is a website owned and operated by Haitou Inc. By accessing this Site and any pages on this Site, you agree to be bound by its Terms of Use and Privacy Policy, as may be amended from time to time without notice or liability.

咨询海投

若有任何问题,请拨打客服热线:
中国:+86 400-867-7848(工作日09:30~18:30 北京时间)
美国:+1-888-424-8688(工作日09:30~18:30 美东时间)

您的预约申请已提交,
理财顾问会尽快与您取得联系,
请保持手机畅通。

Your application has been submitted, the advisor will contact
you as soon as possible.

确认/Confirm