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Education Planning

Whether you’re paying tuition costs now or saving for a future goal, it’s important to determine if your education strategy is compatible with achieving your retirement income and related financial objectives. Tax considerations and retirement income needs must be weighed and evaluated before choosing a specific strategy. It’s important to remember that while education expenses can be funded through borrowing, retirement expenses cannot.

529 College Savings Plans

529 College Savings Plans can be a good choice for many families seeking to set aside funds for future education expenses on a tax-deferred basis. As an independent advisor, I am under no pressure to recommend specific education savings programs or proprietary products of any type. My only concern is which program meets your needs.

Contact Me to find out if a 529 Plan is a suitable option for your college planning needs.