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Education Planning

Many of the education plans available today offer tax advantages that lessen the financial burden by reducing the amount you need to save. Educational costs have been increasing at a rate greater than the general level of inflation. We cannot control these increasing costs, but we can effectively save for these goals using the right type of savings plan.

Our Approach

There are several factors we will consider when choosing an education savings plan for your family:

  • What is the potential for growth and risk of loss within your plan?
  • What are the tax implications of your plan?
  • Who has ownership and control of the assets within the plan?

Once we answer these questions, we will help guide you through the myriad of investment vehicles available to your family, and help you choose the right investments within the vehicle that’s right for you.

  • 529 Plans
  • Custodial Accounts (UTMAs and UGMAs)
  • Coverdell Education Savings Accounts (formerly Education IRAs)
  • Traditional and Roth IRAs

 As part of your overall financial plan, your financial advisor will determine your college and education funding needs, and create a plan tailored to help you meet your goals.