Secure Your Child’s Future-Higher Education Planning Made Simple

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As we gear up for the back-to-school season, it’s the perfect time to explore smart strategies to support your children or grandchildren’s higher education dreams. With two excellent options available – a 529 plan and a Roth IRA – making an informed decision that suits your family’s unique needs is essential.

But don’t worry; we’ve got you covered! Our exclusive guide, “Planning to Save for Higher Education: Roth IRA vs. 529 Plan,” breaks down the benefits of each option, so you can confidently choose the one that aligns with your financial goals.

Unlock the power of education planning and secure your child’s future. Download our guide below!

For personalized assistance in shaping a bright educational future, contact Chris Robinson, lead advisor with RFG Wealth Advisory in Argyle, TX, at 940-464-4104 to schedule a 15-minute, no-obligation call. We’re your local investment advisor firm.

Together, let’s make your child’s dreams a reality!


Investment advice is offered through RFG Wealth Advisory, a Registered Investment Advisor.


Saving for Higher Education: Roth IRA vs. 529 Plan

“These materials have been independently produced by RFG Wealth Advisory. RFG Wealth Advisory is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. RFG Wealth Advisory provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.”

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