529 Savings Plan
If you are looking for a college savings plan that you control and that has a low minimum initial contribution and high-contribution limits, then a 529 Savings Plan may be right for you. Discover your options by meeting with a BancorpSouth Wealth Management financial advisor.*
Receive tax advantages that allow your money to work harder for you.
Feel safe knowing our best investment professionals are handling your money.
Our advisors bring you a varied background in investment management so that you can put your trust in us.
- Minimum initial investment based on the plan you choose
- Opportunity to set up multiple plans
- Not limited to your state's plan
Features and Benefits
- Benefit from tax advantages on your earnings
- Choose between a 529 prepaid tuition program and a 529 savings program
Not a Deposit.
Not Insured by any Government Agency.
Not Guaranteed by the Bank.
May go Down in Value.
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA and SIPC. BancorpSouth Wealth Management is a trade name of BancorpSouth Bank, a division of Cadence Bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
*The state tax benefits of 529 plans may be limited to those investments offered by your state or that of the designated beneficiary. Potential state-based benefits should be considered as one of the factors in making an informed investment decision. Please consult your tax advisor about state tax consequences or benefits of a 529 plan.