Education Planning

Whether you’re paying tuition costs now or saving for a future goal, it’s important to determine whether your education strategy is compatible with achieving your retirement goals 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 Education Savings Plans 

529 Education Savings Plans can be a good choice for many families seeking to set aside funds for future college or other education expenses on a tax-deferred basis.

As independent advisors, we are under no pressure to recommend specific education savings programs or proprietary products of any type. Our only concern is which program best meets your needs.

Contact us to find out if a 529 plan is the right choice for your college planning needs.